A complete list of active advisors currently associated with Longview Financial Advisors, LLC

Warmer can help you find a great advisor at Longview Financial Advisors, LLC or one who fits your needs even better.

Longview Financial Advisors provides investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm generally serves high-net-worth clients and other individual investors and typically requires $2 million in managed assets for new advisory relationships, although that minimum may be waived. The firm manages client portfolios primarily on a discretionary basis and applies a strategic asset allocation grounded in an evidence-based framework. Its core approach uses a three-factor (Fama–French) tilt toward small-cap and value exposures, implements Dimensional Funds Advisors products and passive ETFs as core holdings, and supplements with active managers where the firm deems passive options unsuitable; margin is not a core strategy but may be used for cash-flow and tax management purposes. Longview operates with a small adviser team relative to its scale—two advisers overseeing about $384 million in AUM across 118 client relationships—and maintains multiple offices, a profile that differs from many peer firms of similar size. The firm also provides ERISA plan-related fiduciary support and follows custody practices that include direct fee debiting and standing letters of authorization, and its principals hold CFP credentials.

To learn more about the advisors currently working at Longview Financial 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.