Victoria Henry| CFP®
West Financial Services, Inc.
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
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.
Victoria Henry 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. Victoria Henry is a CERTIFIED FINANCIAL PLANNER™ Professional.
Victoria Henry is a relationship manager with more than a decade of tax planning and financial planning experience for high net worth clients. Formerly, Victoria’s specialty was income tax and wealth transfer planning, and she brings that experience to her wealth management clients at West Financial Services. Victoria earned her BA in Business Administration from University of Florida, is a Certified Financial Planner™ professional, and is a member of the Washington D.C. Estate Planning Council.
Victoria is originally from South Jersey and has been in the D.C. area since 2006. She, her husband, Jonathan, a Fairfax County Public School teacher, and their daughter, Scarlett, live in Falls Church, Virginia.
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: