Our Story

Westbourne Investments, Inc., of Alexandria, Virginia, has been providing independent, fee-only, investment management and financial planning to individuals, high net worth individuals, pension and profit sharing plans, and institutions, since 1990.

Our firm specializes in providing highly personal and fiduciary management of our clients’ assets in strict accordance with each client’s individual investment objectives. Advisory services include Personal Financial Planning, Diversified Portfolio Management (stocks, bonds and funds), Options Strategies and additional Concierge Services as applicable.

Our firm has a strong reputation based on the professionalism and high standards of the firm and our employees. The firm’s reputation and our advisory client relationships are the firm’s most important asset.

As a registered adviser, and as a fiduciary to our advisory clients, our firm has a duty of loyalty to always act in the utmost good faith, place our clients’ interests first and foremost and to make full and fair disclosure of all material facts and in particular, information as to any potential and/or actual conflicts of interests.