A complete list of active advisors currently associated with Longview Financial, Inc.

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

Longview Financial provides personalized, fee-only financial planning and investment management primarily for individual clients. Services described in the brochure include comprehensive financial planning (cash flow, tax, retirement, education and estate planning), investment supervisory services, tax preparation, and periodic net worth and portfolio reporting. Investment approach centers on strategic asset allocation with a core-and-satellite framework, using passively managed index and ETF core holdings supplemented by active funds where appropriate, and employing fundamental, technical and cyclical analysis. The firm documents client objectives in investment policy statements and conducts periodic reviews, with trades carried out only after client approval rather than under discretionary authority. Compared with many peers, Longview manages virtually all client assets on a non-discretionary basis and oversees about $9.4 million for a very small client roster, which the brochure indicates supports highly individualized advice and written analyses. The principal owner serves as the firm’s adviser while also holding a separate full-time corporate role, and the firm states it operates without accepting commissions or referral fees.

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