Family Matters

Westerman Financial Services helps local families navigate a world of investment opportunities. 

A Family of Services

A Family of Services

We’re here to help your family as it gets started, grows, ages, or perhaps suffers a loss. We can even help you support and protect your small business family.


Retirement Planning
Insurance Consulting
Income Planning

Bereavement
Small Business Owners


A Wealth of Knowledge

We’ll help you find the strategies best suited for the needs of you and your family.

Sed Ut Unde Omnis

A Lifetime of Experience

As the 10th born in a family of twelve siblings, owner Mike Westerman understands and appreciates the importance of family and the wide array of life experiences that shape our world. 

Join Our Family

Westerman Financial Services welcomes the opportunity to bring you into our family so we may serve yours. Schedule an introductory meeting with our team today.

Get Started