About West Loop Financial

West Loop Financial was founded in 2014 to provide disciplined, evidence based wealth management services, individually tailored to address each client’s distinct objectives and willingness, ability and need to take market risk. Our investment approach is grounded in academic research on how to patiently earn the market’s expected long term returns.

Offering an advisory relationship built on personal trust and integrity, West Loop Financial is a registered investment advisor that puts your interests first with objective, independent and unbiased advice, on a fee only basis, to individuals, businesses, trusts, partnerships, non-profit organizations and retirement plans.

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