Westhill Financial Advisors, Inc.
WestHill Financial Advisors, Inc. is an SEC-registered investment advisory firm headquartered in San Rafael, California. Founded in 2006, it offers wealth management and fiduciary financial advice to individuals, families, and employer-sponsored retirement plans. The firm integrates financial planning, investment management, qualified plan advisory, and risk management services. WestHill Financial Advisors is committed to long-term client relationships and holistic financial guidance. It employs approximately 8 professionals and serves clients primarily in the United States.
Investment Strategy
WestHill Financial Advisors employs a diversified, goals-based investment strategy tailored to individual client objectives, time horizons, and risk profiles. The firm emphasizes comprehensive financial and retirement planning, utilizes strategic asset allocation, and integrates tax and estate planning considerations. Client portfolios are actively monitored and periodically rebalanced to align with evolving objectives. The firm follows a fiduciary standard and objective, client-centric investment philosophy.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 18.28% | $93.3M | 152,353 | $397.32 | $612.38 | +$7.6M |
V VONG | VANGUARD SCOTTSDALE FDS | 14.87% | $75.9M | 629,591 | $69.54 | $120.50 | +$6.4M |
V VONV | VANGUARD SCOTTSDALE FDS | 13.07% | $66.7M | 746,263 | $70.21 | $89.37 | +$5.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 12.94% | $66.0M | 1,102,027 | $48.92 | $59.92 | +$2.0M |
F FBND | FIDELITY MERRIMACK STR TR | 7.31% | $37.3M | 806,703 | $49.08 | $46.24 | +$3.2M |