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Independent fee-only, minority owned SEC Registered Investment Adviser
West Branch Capital is a fee-only adviser. We do not sell any products or earn commissions, and we have a fiduciary responsibility to work in the best interests of our clients. Fee-only is the most objective and transparent model of compensation. Fee-Only advisers are compensated directly by clients to advice, implement, and manage assets, never accepting commissions and always disclosing potential conflicts of interest.
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West Branch Capital was recognized by investor.com as a 2019 Trusted Firm. View our profile. To learn more about the trust algorithm, visit investor.com/trust-algorithm.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.