Forestview Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,279,748
Clients
61
Advisors
2
across 2 offices
About
Forestview Financial Partners serves individual clients (including high‑net‑worth households), business owners and their entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. According to the brochure, the firm offers comprehensive portfolio management (typically on a discretionary basis), financial planning, pension consulting, and an online Forestview Foundations advisory service that uses model portfolios and third‑party money managers.
The firm describes an investment approach that combines fundamental, quantitative, technical and modern portfolio theory and that can employ long‑ and short‑term trading, including options (covered, uncovered and spread strategies), short sales and margin. FFP also selects and monitors third‑party advisers, may use model allocations and periodic rebalancing, and discloses the ability to allocate to alternative investments such as private equity, hedge funds, venture capital and private placements.
Noteworthy disclosures in the brochure that distinguish it from many peers include involvement with private funds (the firm or a principal acts as managing member of a private Qualified Opportunity Zone fund) and written promoter agreements with third‑party advisers, as well as an online platform that provides model portfolios and performance information. The brochure also discloses a principal’s insurance‑related business affiliation and the firm’s use of derivatives and other higher‑risk strategies, each of which can present additional conflicts or risk considerations relative to typical supported advisory firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees between $1,000 and $25,000; pension consulting fixed fees between $1,000 and $25,000
$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
Financial planning and pension consulting hourly fees: $250/hour
Retainer fees between $5,000 and $25,000, negotiable
Account minimum: $1,000,000 Minimum fee: Retainer fees between $5,000 and $25,000, negotiable
Main office
See officeDelaware OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Matthew S
CFP®, ChFC®, Series 63
Delaware, OH
Forestview Financial Partners, LLC
Matthew Stewart is a financial advisor at Forestview Financial Partners, LLC with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Forestview Financial Partners in 2017, he worked at Stratos Wealth Partners, Ltd. He is also the owner of The Benefits Design Group, LLC, an Ohio-licensed insurance agency. Forestview Financial Partners serves individual clients, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, pension consulting, and an online advisory service utilizing model portfolios and third-party managers, employing a diverse investment approach that includes fundamental and quantitative analysis, technical strategies, and alternative investments.
John F
Series 63, Series 66
Columbus, OH
Forestview Financial Partners, LLC
John Frencho is a financial advisor at Forestview Financial Partners, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forestview since 2021. Prior to this, he was employed at U.S. Bank from 2014 to 2020. Outside of his advisory role, Frencho works as a sales associate at Par Golf of Columbus, assisting customers with golf equipment. Forestview Financial Partners serves individuals, business owners, and various institutional clients, offering portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, with capabilities in derivatives, options, and private fund allocations.
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