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WF

Family Office

Westminster Financial Advisory

Beavercreek, United Stateswww.westminsterfinancial.com/
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Mandates
Verified profileData completeness 55%Updated 2026-05-19Sources: ria, 101_consolidated_master

Mandate & appetite

Preferred strategies
Target geographies
Typical ticket
AUM
Real-asset allocation
Appetite

Investor profile

Founded in 1987 and based in Beavercreek, OH, Westminster Financial Advisory Corp is a Registered Investment Adviser specializing in individualized asset allocation strategies and investment management, emphasizing tailored solutions for clients' diverse financial needs.

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