Relationships are at the core of everything we do - WestHill Financial Advisor
becausefamilyis everything
Some of life's best moments are the result of some of life's best decisions.


Though our work with clients has evolved over time, the heart we bring in all we do has never changed.

WestHill was founded in 1989 as Taddei Ludwig and Associates. Rooted in small town values, our quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHill’s organic growth. In 2021, we changed our name to WestHill Financial Advisors® to better describe our visionary approach to client planning and advice and the collaborative team approach we bring to every client relationship. .

Learn more about our name change


WestHill Financial Advisors values have guided us from the start. They define who we are.

The WestHill Financial Advisors core values of caring, integrity, teamwork, and leadership have served as our bedrock from day one. Our values drive our thinking in all we do and have helped us attract like-minded clients and employees for more than three decades.

Our community service reflects who we are, both as a firm and individually. Each year, WestHill provides financial and hands-on support to a number of Bay Area nonprofit organizations, including:

YMCA SF-Marin Food Bank Homeward Bound of Marin She Can Wednesday's Gift Wednesday's Gift