Founded in 1982, West Financial Services, Inc. is a fee-only financial planning and investment management firm that operates as a fiduciary for its clients. The company's mission is to help clients achieve their financial goals through personalized strategies in areas such as retirement planning, investment management, and estate planning. In 2021, West Financial Services became part of Sandy Spring Bank, a regional bank, allowing it to expand its resources while maintaining its client-centric approach to wealth management.

Founded in

United States