A complete list of active advisors currently associated with WestView Investment Advisors

Warmer can help you find a great advisor at WestView Investment Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at WestView Investment Advisors, 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.