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Mountain View Financial Advisors is a firm that believes in providing unbiased, evidence-based, and personalized financial advice. With the increasing complexity of financial lives and the ever-growing chorus of self-interested opinions, it has become more important than ever to have a trusted advisor who can listen, understand your personal goals, and guide you through the confusion to clarity. Our mission is to be a lifelong, trusted advisor to our clients. We are committed to listening and understanding their needs and goals, working in partnership to develop and execute a financial plan that truly improves both their personal and financial wellbeing.

Our Approach

At Mountain View Financial Advisors, our client-first approach means that we prioritize the needs and desired results of our clients. We listen, understand, and collaborate with our clients to develop a comprehensive and holistic financial plan that addresses their goals, and then assist in the implementation of that plan through specific steps designed to break down the process into smaller, more manageable action items. We provide ongoing guidance and accountability to help ensure long-term success.

Our philosophy is built on the principles of integrity, transparency, and fiduciary responsibility. We are committed to putting our clients' interests first, providing advice that is both prudent and financially sound, and being an ongoing, trusted partner with an unwavering desire to help improve their personal and financial wellbeing. We pledge to conduct ourselves at all times with honor and dignity, and to transparently disclose any potential conflicts of interest.

Services Offered

At Mountain View Financial Advisors, we offer a range of services designed to meet the unique needs of our clients. These include:

  • Fee-Only Holistic Wealth Management: We provide financial advice that is tailored to the specific needs and goals of our clients. We do not accept commissions or receive any compensation from third-party vendors, ensuring that our advice is always in the best interest of our clients.
  • Fiduciary Advice: As a fiduciary, we are legally obligated to put the interests of our clients first. We provide advice that is prudent, financially sound, and aligned with the goals of our clients.
  • Management of Retirement Plans: We offer a range of retirement plan services, including 401(k) plans, 403(b) plans, and other defined contribution plans. Our goal is to provide best-in-class retirement plan services that empower firms while improving participant outcomes.
  • White Glove Service: We are committed to providing the highest level of service to our clients. We provide personalized attention, industry-leading platforms, and competitive and transparent fees.

At Mountain View Financial Advisors, we are dedicated to providing our clients with the best possible financial advice and guidance. We understand that each client is unique, and we work closely with our clients to understand their needs, develop a comprehensive plan, and provide ongoing support to help ensure long-term success. Our commitment to integrity, transparency, and fiduciary responsibility ensures that our clients can trust us to put their interests first and provide advice that is prudent, financially sound, and aligned with their goals.

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