Two West Advisors

Two West Advisors helps you solve your retirement plan, endowment or wealth management challenges. We are an independent Registered Investment Advisor, which means we work for you, conflict-free. Over a decade ago, we were formed under the belief that two people rowing in the same direction (west) with common goals, have a better chance of arriving at their destination than going at it alone. That theory holds true for not just our partnership formed in 2004, but applies to our valued client relationships as well. Together, we found a common passion and an opportunity to make a difference in an industry that was suffering from a lack of transparency and a whole lot of complexity. Other firms claim to be better, we simply claim to be measurably different! We spend our time and energy dedicated to serving the retirement plan industry, and we have become specialists in an industry dominated by generalists. We structured our business model to offer independent, transparent, unbiased and tailored retirement plan advice to our fellow small and medium-sized businesses. We have a proven track record of saving our clients time and money. As it turns out, we are at the crest of a wave of change in our industry and many now are following our lead. If you are new to Two West Advisors, thanks for checking us out. We’d love to see how we can help you learn how to play the retirement plan game and win! Learn more at If you are already one of our valued clients, thanks for believing that we could deliver on our promises and help you and your employees better prepare for your financial future.