West Financial Services, Inc.
Chief Operating Officer and Director of Consulting Services
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Kimberly Cox is a McLean, VA fee-only financial planner. West Financial Services offers financial planning and investment management services to individuals, families, businesses, foundations and associations. Our retirement plan consulting services for plan sponsors and trustees helps ensure fiduciary obligations are met. As a fee-only, fiduciary, and independent financial advisor, Kimberly Cox is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kim 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 by Washingtonian magazine as a Top Fee-Only Financial Planner (2021) and listed as one of Northern Virginia Magazine’s Top Financial Professionals (2020). She was also recognized by Five Star Professional as a Five Star Wealth Manager (2020). On the heels of her Five Star Wealth Manager recognition, Kim appeared in the Women in Wealth special section of the November 2020 issue of Fortune magazine.
West Financial Services was one of 24 firms to receive Investment News’ Best Practices Award in October 2015. In April 2018, West Financial Services was honored with the Above and Beyond Award presented by Employer Support of the Guard and Reserve (a Department of Defense program) State Committees to recognize employers at the local level who have gone above and beyond the legal requirements of the Uniformed Services Employment and Reemployment Rights Act. West Financial Services was named a Best Place to Work For Financial Advisers7 by InvestmentNews in April 2020 based on workplace policies and practices, and satisfaction surveys that measure the employee experience.
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.
Kimberly Cox is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
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.
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
Kimberly Cox is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kimberly Cox 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.
Kimberly Cox 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 Kimberly Cox
2010 Corporate Ridge Road
McLean, VA 22102