West Invest

West Invest is a financial planner in Bellingham, Washington, serving individuals and families across Whatcom County with comprehensive financial planning, wealth management, retirement planning, tax planning, and estate planning. The firm specializes in creating personalized financial strategies tailored to clients’ long-term goals, helping them navigate life transitions and build lasting financial security. With a strong local presence and a team of experienced professionals, West Invest supports clients in achieving clarity and control over their financial futures. The firm maintains a perfect 5.00 rating based on client reviews, reflecting consistent satisfaction and trust.

Since 2000, West Invest has evolved from a solo advisory practice into a dedicated team of financial planners and support specialists, guided by a client-first philosophy. The team includes certified professionals such as Marty West, Blair West (CFP®, ChFC®), Korinda Bullard, Alice Tweit (CFP®), and others who work collaboratively to deliver personalized service. The firm emphasizes understanding each client’s unique circumstances, crafting detailed plans that align with personal ambitions, and guiding clients through every phase of their financial journey with discipline and care.

Located at 1801 F Street in Bellingham, West Invest sits just a short walk from Battersby Field and Fouts Park, both within a tenth of a mile, and is situated near the George E. Pickett House museum and Bellingham Technical College’s Perry Center, all within a quarter mile. The office is in the heart of the Lettered Streets neighborhood, offering easy access to downtown amenities while maintaining a quiet, professional setting.

While no specific score strengths are listed, the firm’s perfect rating and long-standing presence in Bellingham underscore its reputation for reliability, personalized service, and trusted financial guidance. West Invest stands as a consistent and respected resource for residents seeking thoughtful, goal-driven financial planning in the region.

As a trusted name in Bellingham’s financial community, West Invest helps clients turn their ambitions into actionable plans, ensuring their financial future is built on clarity, purpose, and long-term success.