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

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

LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients. The newly formed adviser typically constructs portfolios using low‑cost mutual funds and ETFs and may include individual stocks or bonds when appropriate. The firm employs a long‑term, fundamental analysis approach to set strategic asset allocations based on each client’s goals, risk tolerance and financial situation, while permitting rebalancing or shorter‑term trades as needed. It also offers written financial plans and consultations and serves as a fiduciary for retirement accounts when advising on ERISA or IRA matters. Unlike many small independent firms, LongView is not structured as a solo practitioner and operates with an advisory professional supported by additional staff and contracted service providers. The firm reports no assets or clients to date, and maintains an institutional relationship with its recommended custodian that provides software and operational support—an economic benefit the adviser discloses as a potential conflict of interest.

To learn more about the advisors currently working at Longview Financial Planning 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
Ryan Jacob	Auburn, PA	0

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