Wes Battle has helped hundreds of individuals achieve their financial goals through comprehensive, fee-based financial planning. While he has worked with clients across all stages of life, working with Federal Employees is a personal favorite for him.
Wes’ family goes back 3 generations in federal service. Helping federal employees and their families understand complicated federal benefits and make excellent decisions for their financial futures is what drives him to continue to share his knowledge with as many Feds as he can.
Wes’ career began immediately after graduating McDaniel College with a dual major in Business administration and Economics. From there, he immediately entered the financial planning field and acquired the CFP® designation. He has since secured the Chartered Federal Employee Benefits Consultant (ChFEBC℠), and Accredited Investment Fiduciary (AIF®) certifications.
Wes feels he has been fortunate to have had the opportunity to experience a vast range of circumstances during his financial planning career. He has worked with some of the largest independent financial planning firms in the country, growing to leadership roles within those companies to help advance their mission to provide fiduciary financial planning. He has also had the privilege of training, managing and leading Financial Advisor teams in that mission.
His purpose is to help you filter through the noise and find accurate information and answers so that you can make the best decision for your retirement and your family. He wants to leave every person he meets in a better place.
Since so much of your financial future depends on your understanding your benefits, doesn’t it make sense to have someone on your team that understands them?
Wes’ calendar is below- please pick a good time for you. He would love to chat.
To schedule a meeting, click here.