West Financial Services, Inc.
Fee-Only Financial Planner located in McLean, VA and serving Fairfax County and the entire Northern VA and Washington D.C. area
Glen Buco serves as the firm’s president and specializes in providing investment management and financial planning services to clients. His clients include executives of public and private companies, business owners, and retirees. Glen is the co-founder of West Financial Services and has over 35 years of experience in investment management and personal financial planning. Previous positions at West Financial Services include chief investment officer and director of financial planning. Glen is currently a senior vice president of Sandy Spring Bank, serving on the bank’s investment committee and retirement plan investment committee.
Glen earned his bachelor’s in Political Science at West Virginia University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the Washington D.C. Estate Planning Council.
In October 2017, Glen received the Patriot Award presented by the Office of the Secretary of Defense Employer Support of the Guard and Reserve Chairman because of the support provided to an employee during her spouse’s deployment overseas in the U.S. Army Reserve. Glen was recognized as one of the Top Money Advisers by Washingtonian magazine in their biennial listing in the fee-only category (2016, 2014 and 2012) and as one of the Top Financial Professionals listed in Northern Virginia magazine (2017, 2016, 2015, 2014, 2013, 2012 and 2011). 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).
Glen has served the profession in a number of capacities: a CFP Board of Practice Standards member; vice president and member of the Board of Directors of the Institute of Certified Financial Planners (now called the Financial Planning Association) and chairman of the board and president of the Maryland Suburban Society of the Institute of Certified Financial Planners (now called the Financial Planning Association).
Glen lives in Potomac, Maryland, and enjoys spending time with family, reading, going for a run, practicing yoga and cheering on the Washington Capitals.
Glen Buco is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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 35 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:
Glen J. Buco, CFP® - President
Kimberly A. Cox, CFP®, COO - Director of Consulting Services
Brian L. Mackin, CFP® - Relationship Manager
Victoria G. Henry, CFP® - Relationship Manager
Brian Horan - Relationship Manager
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Glen Buco is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Glen Buco is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Glen Buco is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Glen Buco
2010 Corporate Ridge Road
McLean, VA 22102