Westbourne Investment Advisors, Inc.

Westbourne Investment Advisors, Inc. is a Registered Investment Advisor (RIA) based in Annapolis, Maryland, founded in 1991. As a fiduciary, the company prioritizes the best interest of its clients, offering personalized investment management services. Operating independently and free from ties to specific investment products or commissions, Westbourne provides tailored advice and hands-on concierge service, setting itself apart from traditional brokers. The company's fee-only, independent fiduciary model, compensated as a percentage of client assets, aligns its goals with those of its clients, focusing on wealth preservation and growth. Before managing a portfolio, Westbourne thoroughly assesses clients' investment goals, return objectives, and other relevant factors to determine the most suitable asset allocation. The company is committed to overseeing a limited number of client portfolios, leveraging close client relationships to select the most appropriate investments to achieve their desired results. Operating within the finance and financial services industries, Westbourne Investment Advisors, Inc. embodies a client-centric approach, prioritizing wealth preservation and growth.