Founded in 1982, West Financial Services, Inc. provides comprehensive wealth management and fiduciary advisory services to individuals, families, and institutions. As a fee-only firm, their mission is to offer objective, client-centered financial planning and investment management without the conflicts of interest associated with commission-based sales. The company emphasizes a long-term, disciplined approach to managing wealth, covering areas such as retirement planning, investment strategy, estate planning, and tax guidance. It is a wholly-owned subsidiary of Sandy Spring Bank.

Founded in

United States