WestView Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WestView Investment Advisors is a team-based SEC‑registered advisory firm with four advisors managing roughly $228.6 million for about 165 clients, serving individuals, high‑net‑worth households, and plan sponsors. The firm provides discretionary and non‑discretionary investment management, standalone and integrated financial planning, and retirement plan consulting in an ERISA 3(21) capacity.
The firm customizes asset allocation and portfolio construction to client goals and risk tolerance and implements strategies across individual equities, fixed income, mutual funds, ETFs and certain alternative vehicles. WestView describes the use of fundamental, quantitative and technical analysis, provides clients access to an eMoney planning platform, and conducts ongoing reviews with attention to cash positions and portfolio activity.
Noteworthy differences from many peers include the firm’s disclosure that it uses endorsements and highlights third‑party ratings in its advertising, and its brochure specifically discusses use of non‑traded interval funds and related custody considerations such as standing letters of authorization. The brochure also emphasizes negotiable advisory arrangements, the inclusion of financial planning for larger advisory clients, and a solicitor referral relationship, which may distinguish WestView from other team firms.
Client services
Expertise
Fee options
Approximately $3,000 fixed fee for standalone financial planning and consulting services; retirement plan consulting fees may also be fixed fees
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Approximately $300 per hour for standalone financial planning and consulting services
Account minimum: $500,000 Fee-only: Investment advisory fees based on a percentage of assets under management; financial planning fees are hourly ($300/hour) or fixed fee ($3,000)
Main office
118 Pine St.
Burlington VT 05401
Advisors at this office
4
Most active in
Massachusetts · New Hampshire · New Jersey · New York · Texas · Vermont
Also doing business as
Westview Investment Advisors · Westview Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Eric H
CFP®, Series 63, Series 66
Burlington, VT
WestView Investment Advisors
Eric Hallman is a CFP® with 10 years of industry experience, currently serving as an advisor at WestView Investment Advisors since 2024. He previously worked at SVB Private for three years and Fidelity Investments for five years. WestView Investment Advisors is an SEC-registered firm with four advisors managing approximately $228.6 million for about 165 clients. The firm serves individuals, high-net-worth households, and plan sponsors, providing investment management, financial planning, and retirement plan consulting tailored to client goals and risk tolerance.
Joshua G
CFA®
Burlington, VT
WestView Investment Advisors
Joshua Graham is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with WestView Investment Advisors and previously worked at Shadowfax Capital Management and M Partners. WestView Investment Advisors is a team-based SEC-registered firm managing approximately $228.6 million for about 165 clients, including individuals, high-net-worth households, and plan sponsors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a mix of fundamental, quantitative, and technical analysis tailored to client goals and risk tolerance.
Benjamin N
CFP®, Series 65
Burlington, VT
WestView Investment Advisors
Benjamin Nostrand is a CFP® with 18 years of industry experience, currently serving as an advisor at WestView Investment Advisors since 2013. He previously founded Nostrand Financial Planning, LLC, where he worked from 2008 to 2013. Nostrand holds the Series 65 designation and is based in Burlington, VT. WestView Investment Advisors is a supported, SEC-registered firm with four advisors managing approximately $228.6 million for around 165 clients, including individuals, high-net-worth households, and plan sponsors. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a combination of fundamental, quantitative, and technical analysis tailored to client goals and risk tolerance.
Louise G
Series 65
Burlington, VT
WestView Investment Advisors
Louise Gibbs is a financial advisor at WestView Investment Advisors in Burlington, VT, holding a Series 65 designation with 10 years of industry experience. She has been with WestView since 2015, initially at Westview Investment Advisors, LLC, and continuing at Westview Management, LLC since 2020. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers portfolio management, financial planning, and retirement plan consulting, tailoring asset-allocation strategies to client goals and risk tolerance using a range of analytical methods.
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