About Us

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 Primary Purpose

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 Investment 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.

Knowledge is Power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting, the decisions overwhelming.

Client Centered

As expert professionals, we are committed to helping our clients create solutions for their financial assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances growth, income and preservation of capital according to your needs.

Today’s environment brings challenges. Along with challenges come opportunities and potential rewards. We help evaluate those opportunities to reap those rewards. 

We invite you to review the resources on our website. If anything prompts a question, please send us an email or call the office. 

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