A complete list of active advisors currently associated with Longview Advisors, LLC
Warmer can help you find a great advisor at Longview Advisors, LLC or one who fits your needs even better.
Longview Advisors is a fee‑only financial planning and investment advisory firm that works with individuals (including high‑net‑worth clients), retirement plans, trusts, and charitable organizations. The firm offers comprehensive wealth management retainer engagements and discrete hourly financial planning projects, and states it operates under a fiduciary standard. The firm connects investment strategy directly to a client’s financial plan, using fundamental analysis and a bias toward passive, asset‑class diversification implemented with low‑cost ETFs and fixed‑income solutions. It also offers structured approaches such as a Critical Path planning framework, Defined Income and Time‑Targeted portfolios, and may refer third‑party managers while managing client accounts on a nondiscretionary basis. Notably, Longview conducts periodic educational workshops for the public or sponsor groups, typically offered pro bono or paid by sponsors, which is uncommon among peers. The firm also does not base its advisory charges on a percentage of assets under management, instead using retainer and hourly arrangements and reporting no client AUM to the SEC.
To learn more about the advisors currently working at Longview Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newton, KS
| 12
|
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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.
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