We are an independent, fiduciary, registered investment advisory firm serving clients nationally. Our client-first approach means always putting your interest ahead of all others. We view our relationship as a partnership which is only strengthened by our commitment to honest, transparent, evidence-based financial advice.
Mountain View Financial Advisors was founded on the belief that people deserve unbiased, evidence based, personalized financial advice. As financial lives grow ever more complex and the chorus of self-interested opinions grows louder every day. A trusted advisor can listen, understand your personal goals and help lead you through the complexity to clarity.
Mountain View Financial Advisors was founded on the belief that people deserve unbiased, evidence based, personalized financial advice. As financial lives grow ever more complex and the chorus of self-interested opinions grows louder every day. A trusted advisor can listen, understand your personal goals and help lead you through the complexity to clarity.
Services
We do not have a fixed minimum account or client size. We review the unique needs of the clients to determine if our firm is the best fit and how we can provide excellent service. A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust.
Clients have many options when establishing retirement plans. Several key factors, specific to each client's unique situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted pension plans, we have created this chart.
Financial planning, investment advisory, qualified plan consulting services offered by Mountain View Financial Advisors (MVFA), a registered investment advisor. MVFA is registered or exempt from registration in each state MVFA maintains client relationships. Insurance is offered through the affiliated company Mountain View Consulting, an insurance agency.
Beneficial partnerships are built on a foundation of trust. At the center of our firm's principles is the desire to foster trust through transparency and open communication. We are committed to providing honest, fiduciary advice and building success together as partners. Incentives can strongly influence behavior.
Reviews (2)
Corey M.
Nov 14, 2019
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Alexis Michaud
Aug 16, 2019
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Micah has been our financial advisor for nearly ten years. He’s knowledgeable, an effective communicator, and we very much appreciate that he’s a fiduciary (unlike the majority of individuals who hold themselves out to be financial advisors). We’ve recommended him to many friends over the years and they have all thanked us and continue to refer him as well. Micah is a rare gem and we are lucky to have him on our team.
