our CULTURE Client and employee relationships are Westhill Financial Advisors' reason for being.

Building and nurturing relationships is paramount in all we do, and that philosophy drives WestHill’s culture: trusting relationships built on meaningful communication, integrity and caring. Great long-term relationships are what we strive for with our employees and our clients. Our consistent focus on relationships allows us to attract and retain the best employees in the industry. And the best employees in the industry help us build great long-term relationships with our clients, often spanning decades and into the second and third generations. This is our simple recipe for doing business, and to the many we serve, we are considered as part of the family.

ourSTORY

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

ourVALUES

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: