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West Financial Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website p5financial.com
Client types

Overview

West Financial Group, based in Palestine, Texas, operates as a local wealth advisory team within the Power 5 Financial collective. Co-founded by Mitch West, the group offers personalized investment management, retirement planning, tax-aware strategies, and holistic financial advice to households in East Texas. The team leverages the &Partners broker-dealer / RIA structure with fidelity / NFS custody, combining institutional tools with regional service. Their client approach emphasizes clarity, trust, long-term relationships, and open architecture access to investment solutions. West Financial seeks to deliver relevant strategies in partnership with client goals and circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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