Kimberly Cox| CFP®, MBA
West Financial Services, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
McLean, VA 22101
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kimberly Cox is a Fee Only financial planner located in McLean, VA and serving Fairfax County and the entire Northern VA area. West Financial Services, Inc. specializes in providing objective financial planning, investment management, and retirement planning to help clients grow and protect their assets through life's transitions. Kimberly Cox is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Kimberly Cox is West Financial Services’ Chief Operating Officer and Director of Consulting Services, providing investment management services, as well as personalized financial planning and a wide range of customized consulting services to high net worth individuals and businesses.
Working with clients and their families, Kim provides objective analyses, and makes recommendations on complex strategic and financial matters acting as the client’s fiduciary and primary strategic adviser, coordinating with other professionals to achieve each person’s overall financial goals.
Kim always maintains a high level of personal involvement with her clients. Her strengths include an ability to communicate complex information from diverse sources in an organized manner and to think strategically, anticipating future consequences and trends, and incorporating them into her clients’ plans.
Kim is a Certified Financial Planner™ professional and earned her MBA from Duke University’s Fuqua School of Business after receiving a B.S. in Finance from Virginia Tech. Past employers include Mars, Inc. and Potomac Electric Power.
Kim was recognized as a 2015 Five Star Wealth Manager by Five Star Professional in October 2015.
Kim was recognized by Washingtonian in their biennial listing of Top Money Advisers in the fee-only category (2016, 2014 and 2012) and listed as one of Northern Virginia magazine’s Top Financial Professionals (2016, 2014, 2013, 2012, and 2011). West Financial Services was one of 24 firms to receive InvestmentNews' Best Practices Award in October 2015. West Financial Services was listed as one of Washington’s Premier Wealth Advisors by NABCAP (National Association of Board Certified Advisory Practices) in the Washington Business Journal (2014, 2013, 2012, and 2011).
Kim belongs to the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), National Association for Female Executives, American Association of University Women (AAUW), Porsche Club of America and the Experimental Aircraft Association. Kim enjoys international travel, car racing, hiking, tennis, volunteering and spending time with her family and friends.
When choosing a financial planning and investment management firm, individuals, businesses, foundations and associations share a common need: Expert guidance that helps them reach financial goals.
At West Financial Services, we have spent over 30 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
Though every client is different, there is a common theme – they come to us when they are in need of support and coordination of various facets of their financial lives.
- Whether issues relate to retirement, inheritance, divorce or job loss, we strive not only to protect clients’ wealth, but to provide guidance and education, as well as a sense of control and ownership of the decisions they make.
- Though wide ranging in background and ages, our clients are primarily accomplished professionals who have built their wealth through business ownership, strong saving habits and long careers.
- Clients may be risk takers in their businesses, but tend to be moderate to conservative risk investors. They are looking to us as consultants who can bridge the gap between their work lives, existing personal investment and retirement assets, and their future cash flow, retirement and estate needs.
In all cases, we collaborate with clients’ professionals or specialists, or make introductions for clients when necessary. We take a positive, proactive and consultative approach to understanding the needs and desires of each individual client or family. Our goal is to anticipate obstacles and identify opportunities for our clients so that they have time to incorporate changes that create their best possible future.
Meet the Team: