A complete list of active advisors currently associated with Long View Financial Services, Inc

Warmer can help you find a great advisor at Long View Financial Services, Inc or one who fits your needs even better.

Long View Financial Services provides personalized, fee-only investment management and financial consulting to individuals, retirement plans, trusts, estates, charitable organizations and small businesses. Like many supported firms, it charges percentage-of-assets advisory fees for discretionary portfolio management and does not sell commission products. The firm follows a globally diversified, value-oriented, long-term investment approach with relatively low portfolio turnover (typically under 30%), primarily using no-load mutual funds and ETFs and employing a “bucket” approach to manage liquidity needs. Accounts are generally managed on a discretionary basis with trades executed through third‑party custodians (Charles Schwab is the primary custodian) and clients receive custodian statements rather than advisor-produced performance reports. The brochure discloses a 2006 regulatory action tied to the firm principal’s association with a prior firm, which resulted in a fine and a 14‑day suspension; the principal resigned, founded the current firm, and the brochure reports that the firm itself has had no disciplinary history since its 2006 inception. Noteworthy operational features include a long-tenured CFP designation held by the principal (38 years), a small-scale practice managing roughly 70 households with flexible account minimums, and a stated policy that the firm does not vote client proxies.

To learn more about the advisors currently working at Long View Financial Services, Inc, 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.