West Financial Advisors

West Financial Advisors is a financial planner in Des Moines, Iowa, serving individuals, couples, and business owners across the state and beyond. The firm offers comprehensive personal financial planning tailored to each client’s unique goals, with specialties in investment management, tax minimization, retirement planning, estate planning, college savings, and life transitions such as career changes, retirement, and the birth of a child. Clients include active retirees, empty nesters, executives, new parents, and business owners seeking fiduciary, fee-only advice. The firm emphasizes a quantitative investment approach and a four-step process, Discover, Plan, Grow, Protect, to align financial strategies with personal values. With a 3.70 rating based on customer reviews, the firm is known for transparent, client-focused guidance.

The firm describes itself as a fee-only wealth management practice rooted in objective, fiduciary advice that prioritizes the client’s best interest. Its team includes certified financial planners, CPAs, and investment professionals who work collaboratively to help clients achieve financial confidence and long-term well-being. Services span income and investing, career and business planning, lifestyle and legacy goals, and tax-efficient strategies. The firm supports clients through life stages with personalized roadmaps and ongoing adjustments to evolving circumstances.

Located in a parking lot at 111 E Grand Ave UNIT 412, the business sits just a short distance from Des Moines City Hall, East Locust Street, and the Iowa Division of Labor, all within a quarter-mile radius. Nearby landmarks include East Grand Avenue, a public artwork, and a memorial to the Daughters of the American Revolution, all within a tenth of a mile.

While no specific strengths are listed in the score_strengths field, the firm’s focus on fee-only, fiduciary service, comprehensive planning, and a team of credentialed professionals underscores its reputation for integrity and personalized attention. West Financial Advisors stands out in Des Moines as a trusted partner for those seeking independent, values-driven financial guidance.

Services:

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