Victoria Henry
CFP®
West Financial Services, Inc.
Relationship Manager
Victoria Henry
CFP®
West Financial Services, Inc.
Relationship Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Victoria Henry, CFP®
Fee-Only financial planner located in McLean, VA, serving McLean, Fairfax County and the Washington DC area and across the country
Victoria Henry 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, Victoria Henry is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 was recognized by Washingtonian as a Top Fee-Only Financial Planner (2021).
Victoria is originally from South Jersey and has been in the D.C. area since 2006. She lives in Falls Church, Virginia, with her husband and children.
Victoria Henry 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.
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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Victoria Henry is a NAPFA AssociateThe 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.
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Victoria Henry 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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Victoria Henry is Featured in the Washingtonian as a Top Fee Only Financial Planner in Washington DC
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Investment News Named West Financial Services One of 2020's Best Places to Work for Financial Advisers
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West Financial Services Name to Financial Times Top 300 Financial Advisers for 2020
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West Financial Services, Inc. is a Member of the McLean VA Chamber of Commerce
Contact Victoria Henry
Office Locations:
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2010 Corporate Ridge Road
Suite 530
McLean, VA 22102
