West Financial Advisors

West Financial Advisors is a financial planner in Des Moines, Iowa. The firm is a fee-only wealth management practice that helps clients grow and protect their wealth through comprehensive personal financial planning tailored to each client, paired with a quantitative investment management approach. It serves individuals, couples, and business owners throughout Iowa and across the country, including influential women, active retirees, empty nesters, executives, business owners, and new parents. Clients typically come seeking a plan of action to get on track with their financial goals, help making decisions during life transitions such as the birth of a child, a job change, or retirement, and advice on complex matters like preparing income tax returns and making technical investment decisions.

The practice organizes its work around four service areas: Family and Home, Income and Investing, Career and Business, and Lifestyle and Legacy. Family and Home covers home affordability, debt and mortgage planning, college planning, life and disability insurance, health and Medicare, assisted living, and long-term care. Income and Investing includes investment management, tax minimization strategies, tax return preparation, cash flow planning, Social Security timing, pension options, sustainable portfolio draws, and required distributions. Career and Business addresses employer benefits, 401k and IRA rollovers, employer stock plans, deferred compensation, 401k plan management, retirement planning, business succession, and farm and real estate matters. Lifestyle and Legacy covers goal funding analysis, charitable gifting, estate planning, and wills and trusts.

The firm follows a four-step process - Discover, Plan, Grow, Protect - through which CERTIFIED FINANCIAL PLANNER practitioners translate client values into measurable goals, build a tailored strategy, and manage wealth as circumstances change. The team includes Laura West, CFP, AEP, RICP, CPA, Senior Advisor and Managing Partner; Brian West, CPA, CFA, Chief Investment Officer and Partner; advisors Emilee Derifield, CFP, and Abby Belvin, CFP; client service advisor Amy Deever; operations director and partner Jeanna Nation, CFP; trader and advisor Austin Harris; and tax manager Stephanie Roe.

The office sits on East Grand Avenue in the Des Moines East Village, about a tenth of a mile from Des Moines City Hall, the Iowa Division of Labor, and a public artwork and memorial nearby. East Locust Street runs roughly a tenth of a mile away.

West Financial Advisors holds a rating of 3.70.

Services:

• Chronic Disease Management
• Diagnostic Testing
• Event Calendar Management
• Internal Medicine Consultations
• Local News Reporting
• Lost/Found Listings
• Patient Education
• Preventive Care Services