New View Financial, LLC

New View Financial is a state-registered, fee-only investment adviser that provides personalized investment management and financial advising and consulting to individuals, families, trusts, estates, and small businesses. The firm manages both discretionary and non-discretionary accounts, reporting $26,055,766 in assets under management across about 98 client relationships, and also offers hourly or fixed-price planning engagements in addition to AUM-based portfolio management.

The firm customizes portfolios using client interviews, questionnaires, and planning software, typically recommending exchange-traded funds and no-load mutual funds but also considering individual stocks, bonds, money market instruments and option contracts where appropriate. New View describes a broad analytical toolkit (including fundamental, technical, cyclical analysis and modern portfolio theory), executes through a preferred custodian, and bills investment management fees as a percentage of assets under management.

Notable details in the brochure include contractual provision of accounting and tax-preparation services to a separate, non‑affiliated tax firm (with roughly ten hours per week on that activity on average) and explicit disclosure that option contracts or other derivatives may be used in managed accounts for suitably sophisticated clients. The firm documents procedures to obtain client approval before sharing client information with its tax engagement partner, does not take custody of client assets, and states an ability to work with small business and other non-individual client relationships beyond typical retail households.