Laura Nash
CFP®
West Financial Services
Relationship Manager
Laura Nash
CFP®
West Financial Services
Relationship Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Laura Nash, CFP®
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Laura Nash 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, Laura Nash is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Laura Nash, CFP® is a relationship manager at West Financial Services. Her focus is helping clients, especially families, business owners and women in transition, organize, build, transfer, and protect their wealth. Previously, she was a financial advisor at a well-known nationwide brokerage, where she developed personalized financial plans, designed balanced investment strategies, and provided financial education. With her broad background and purpose-driven approach to wealth management, she is passionate about helping her clients maximize their assets and financial well-being.
Laura is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BA and MBA degrees from George Washington University. She has a Certificate in Organizational Development from Georgetown University. She is the Chair of the Board of Directors of the Greater Rockville Chamber of Commerce.
Laura is originally from Bucks County, PA and currently resides in Rockville, Maryland. As a mother of three children, she knows first-hand how to balance competing financial priorities. Laura volunteers at the Jewish Council of Aging Career Gateway program. In her free time, she enjoys going to Orangetheory and recently started playing pickleball.
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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Laura Nash is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Laura Nash 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 Laura Nash
Office Locations:
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2010 Corporate Ridge Road
Suite 530
McLean, VA 22102
