Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor
Filters 1

Find a financial advisor

Based on your filters

user avatar

David M

Series 65

St. George, UT

Ridgeview Financial LLC

David Mc Coy is a financial advisor at Ridgeview Financial LLC in St. George, UT, holding a Series 65 credential. He has experience as an independent life insurance producer and has worked in educational roles at Rocky Vista University, Front Range Community College, and Johnson & Wales University Denver. Ridgeview Financial provides discretionary investment management and financial planning services primarily to individuals and families, using internally developed model portfolios tailored to clients' objectives and risk tolerance. The firm also conducts educational seminars on personal finance and investment topics.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")