West Financial Services, Inc. Email Format

Financial ServicesVirginia, United States11-50 Employees

West Financial Services, Inc. is a fee-only financial services firm founded in 1982 that serves clients as a fiduciary. It emphasizes a conservative, ethical approach to growing and protecting wealth, combining disciplined planning with personalized service.

Its clients are accomplished professionals who have built wealth through business ownership and long careers and seek help coordinating retirement, inheritance, divorce, and other financial matters. The firm positions itself as a consultative partner that bridges work life, personal investments, and future cash flow and estate needs, often collaborating with clients' other professionals or making introductions when needed. In 2020, West Financial Services merged with Longview Financial Advisors, Inc., and the company is based in Tysons, Virginia, operating with a relatively small advisory team.

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