Founded in 2017 by Brian G. Puckett, West Elm Advisors, LLC is an independent Registered Investment Advisor (RIA) firm. The company provides personalized, fee-only financial planning and investment management services to individuals, families, and small business owners. Operating as a fiduciary, the firm is committed to offering objective advice and transparent services to help clients achieve their long-term financial goals without the conflicts of interest associated with commission-based models.

Founded in

United States