A complete list of active advisors currently associated with Glenview Wealth LLC

Warmer can help you find a great advisor at Glenview Wealth LLC or one who fits your needs even better.

Glenview Wealth LLC provides financial planning and investment consulting to individual clients, including high-net-worth individuals. The firm produces written financial plans and investment recommendations but does not manage client investment accounts or hold custody of client assets. Its advisory work emphasizes asset-allocation guidance and recommending primarily passive investments concentrated in exchange-traded funds, while occasionally recommending individual stocks and bonds; the firm’s analysis incorporates both fundamental and technical methods. Clients are expected to implement accepted recommendations themselves, and the firm uses project-based and hourly planning engagements rather than percentage-of-assets-under-management billing. Notably, Glenview does not provide portfolio management services for clients and does not charge AUM‑based fees, which is uncommon among independent advisers. The firm also discloses that its principal has an outside board role at a bank holding company, a limited-time commitment disclosed as an outside activity.

To learn more about the advisors currently working at Glenview Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.