A disciplined, research-first approach to individual securities. We apply fundamental analysis to build portfolios aligned to your goals and risk, with clear communication and ongoing oversight.
Schedule an Introductory CallTailored to your goals, risk tolerance, and tax profile - no cookie-cutter models. We consider your full household picture before making allocation and asset-location decisions.
Bottom-up fundamental research and valuation discipline inform each decision.
We review portfolios on a regular cadence and rebalance with discipline. Changes are tax-aware and implemented when appropriate - not reactively.
Quick answers about our approach, accounts, and process.
Investors who prefer a disciplined, research-first approach with direct ownership of individual securities - and who understand this may differ from broad indexing.
Taxable brokerage accounts, IRAs and Roth IRAs, SEP/SIMPLE IRAs, inherited IRAs, trusts, and joint/individual accounts. We coordinate across accounts to keep allocation and taxes aligned.
A disciplined research process grounded in fundamental analysis and valuation. For custody and access, we use the Schwab Advisor Portal so you have a secure, 24/7 view of your accounts. (Schwab and RWFS are unaffiliated; Schwab is a registered broker-dealer and member SIPC.)
Portfolios are monitored continuously with formal reviews at least annually. We make changes when valuation, fundamentals, or risk/reward dynamics shift - not on a calendar alone.
Rayburn West Financial Services is an independent, fiduciary wealth advisory firm based in Tennessee, helping clients build, preserve and transition wealth through tailored investment management and coordinated financial planning.
© 2025 Rayburn West Financial Services LLC. All rights reserved.
Rayburn West Financial Services (“RWFS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where RWFS and its representatives are properly licensed or exempt from licensure. All content is for informational purposes only and should not be considered investment, legal or tax advice. For additional information, please see our Form CRS and ADV Part 2A. Custody and brokerage services are provided by Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab and RWFS are separate, unaffiliated companies. Schwab does not endorse or recommend any advisor or investment strategy. CEPA and Value Acceleration Methodology are trademarks of the Exit Planning Institute (EPI). Use with attribution for educational purposes only. RWFS is not affiliated with EPI.
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