Highly customized retirement strategies, meticulous, best-in-class advice: one client at a time.

Retirement planning can be complex. To be effective, you need a partner who is independent and objective and truly understands you and your needs.

Our Story

The entire West Advisory Group team exists to help you make the best financial decisions possible. 

Our advisors work alongside individuals and families not only to meet their financial goals but also to help them have the impact they seek. That’s what partnership at West Advisory Group means.

As a full-service retirement advisory firm, our team of professionals come together to help you and your family with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning, retirement planning to estate planning, and everything in between, we have your life journey covered.

Our role as your fiduciary financial advisor is to help guide you in a direction that will protect what you have, while helping you make your investments work for you. All with a keen focus on delivering best-in-class advice with exceptional service.

Our Mission

At West Advisory Group, our mission and purpose is helping clients on their path to a clear, peaceful retirement. We understand that achieving true wealth means enjoying time with people you love, without concerning yourself about your finances.

From the very beginning we've held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply - we believe our clients should expect and demand nothing less.

Our commitment to the fiduciary standard is embodied in our values that guide our actions to help you and your family through your life's journey.

You are unique, and your investments and plans should reflect that. 

Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.

We offer a customized approach to financial and retirement planning in an effort to make our clients feel confident that we aren’t just offering them the same cookie-cutter plan everyone else gets. 

Our Approach

Our developed process is completely objective and customized, meaning that our clients get a plan with the best choice in investments for them and them alone.

Every relationship at West Advisory Group begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances, as well as develop a tailored financial strategy to confidently pursue them.

  • Discovery
  • Analysis
  • Implementation & Allocation 
  • Ongoing Strategies

As a Fiduciary, we focus on serving you.

Our team works closely with clients to understand their goals and objectives; manage their investments, and integrate their investment strategy, income planning, tax liabilities, and legacy planning into a cohesive retirement plan.

Fiduciaries do things differently than other advisors. We don’t try to sell you financial products or force unproven investment ideas on you. We serve you and you alone, making financial recommendations that are always in your best interest.

Client Education

In addition to our customized portfolios, we also make it our mission to educate our clients on their financial decisions.

Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships.

Working with Our Communities

toys for tots

vincentian nursing home

golf scramble

second harvest food bank

Giving back is the most significant act of kindness a person can contribute to their community. The greatest reward is the realization that you have made a significant impact on someone’s life, and that is the most fulfilling feeling imaginable.

At West Advisory Group, we honor our clients and our communities by partnering and donating to local charities in the Pittsburgh and Erie areas throughout the year. 

We are committed to making a difference in the lives of our clients and the communities we are serving. We are far more than a financial planning firm. We are members of the community around us and are dedicated to showing up for those in the community that need it the most.

From donating to the Second Harvest Food Bank in Erie to volunteering at the Vincentian Nursing Home bingo events, West Advisory Group strives to go the extra mile by finding outlets to spread compassion and positivity into the local communities we live and work in.

Meet Your Retirement Partners

Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team. 

Not only are our people very talented and happy in their work - they’ll be with you and your family for a long time. This is an essential element of how we work, designed to deliver the deepest, most consistent retirement planning experience you can find.

Walter J West

Senior Financial Strategist

Alan Pershing, MBA

Financial Planner

Lori Timmons

Chief Operating Officer

Jody Drakes

Client service Coordinator - erie

James West

Technology & Communication Director

Patricia Hancock

Marketing Executive

Ashley Friedland

First impression Coordinator & Paraplanner

Colin Barcley

Financial Planner

Our team's ready to help

Want to see how we can help you with your retirement planning? Send us a message in the form below.