At Longview Financial Advisors, we believe in building a partnership, serving as your independent financial advisory team, placing your interests before our own, being transparent about what you pay and how we get paid, and providing an exceptional service experience that allows us to not only be reactive to your requests, but proactive to your needs.
We are committed to cultivating a culture of giving because at Longview Financial Advisors we believe that businesses have a duty to all stakeholders: clients, team members, shareholders and our communities. Be a resource of expert knowledge for clients interested in becoming more strategic in their giving.
We are committed to cultivating a culture of giving because at Longview Financial Advisors we believe that businesses have a duty to all stakeholders: clients, team members, shareholders and our communities. Be a resource of expert knowledge for clients interested in becoming more strategic in their giving.
Services
Longview offers service models to fit your unique financial needs, based upon understanding your goals and values. This service model is designed for individuals, families, and organizations who typically have $750,000 or more in assets under our management and who are interested in both comprehensive financial planning and investment management.
At Longview Financial Advisors, we believe that making strong financial decisions can help you do and achieve more. We pride ourselves on providing professional, competent financial advice while building relationships that are based on mutual respect, trust, and honesty.
At Longview Financial Advisors, we are committed to cultivating a culture of giving because we believe that businesses have a duty to all of their stakeholders, including clients, team members, shareholders and their community.Be a resource of knowledge for clients interested in becoming more strategic in their giving.
At Longview Financial Advisors, we are committed to cultivating a culture of giving because we believe that businesses have a duty to all of their stakeholders, including clients, team members, shareholders and their community.Be a resource of knowledge for clients interested in becoming more strategic in their giving.
At Longview Financial Advisors, we believe in lifelong learning and because of that, we have built an environment that attracts highly motivated and skilled employees. All of our lead and associate advisors are CERTIFIED FINANCIAL PLANNERTM (CFP) professionals.
Additional certifications held by team members include: Chartered Financial Consultant (ChFC), Enrolled Agent (EA), Certified Investment Management Analyst (CIMA), Chartered Advisor in Philanthropy (CAP), Certified Private Wealth Advisor (CPWA), Chartered Life Underwriter (CLU), and ACCREDITED ESTATE PLANNER (AEP).
Additional certifications held by team members include: Chartered Financial Consultant (ChFC), Enrolled Agent (EA), Certified Investment Management Analyst (CIMA), Chartered Advisor in Philanthropy (CAP), Certified Private Wealth Advisor (CPWA), Chartered Life Underwriter (CLU), and ACCREDITED ESTATE PLANNER (AEP).
At Longview Financial Advisors, our team is focused on building a sustainable business that will endure for generations. We know the only way to do this is to hire conscientious, relationship-focused and talented individuals who know how to work as a team. We are more than employees at Longview, we are owners.
To support this mission, we launched our corporate charitable giving program in 2015 with support from every employee owner. Longview sets aside a portion of each year's net profits to be given as monetary gifts into the communities the following year. Our team members are given two full days of paid community leave to volunteer with charitable organizations of their choice.
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