Business Details
Trusted Financial Advisors in Las Vegas
Mountain View Financial Advisors was founded on the principle that individuals and businesses deserve unbiased, evidence-based financial guidance tailored to their unique goals. Our client-first approach begins with active listening to understand your financial aspirations, followed by the development of comprehensive strategies that simplify complex financial landscapes. With over 15 years of experience in wealth management and retirement planning, we specialize in creating holistic financial plans that align with your personal and professional objectives. Our team of credentialed advisors adheres to the highest fiduciary standards, ensuring all recommendations prioritize your interests while minimizing conflicts of interest.We maintain transparency through fee-only compensation structures and utilize modern portfolio theory to construct diversified, low-cost investment solutions. Our commitment extends beyond asset managementwe provide ongoing education and accountability to help clients navigate life's financial transitions with confidence. By combining technical expertise with personalized service, we empower law firms, self-employed professionals, and high-net-worth individuals to achieve long-term financial security. Our ethical pledge, aligned with the American College of Financial Services' code of conduct, reinforces our dedication to integrity, transparency, and continuous professional development.
Services
Retirement Plan Design
Investment Management
Financial Planning
Tax Optimization
Estate Planning
Highlights and features
- We operate as a fee-only fiduciary, eliminating conflicts of interest.
- Our advisors hold advanced designations including ChFC and CRPS.
- We develop personalized financial roadmaps aligned with client goals.
- Transparent pricing structures with no hidden fees or commissions.
- We provide ongoing financial education and accountability programs.
Associations and certifications
- American College of Financial Services
Services
Retirement Plan Design
We specialize in creating customized retirement plans for businesses and individuals. Our approach combines fiduciary expertise with modern portfolio theory to develop strategies that balance stakeholder needs while ensuring compliance with IRS regulations. Services include 401(k) implementation, defined benefit plans, and tax-efficient distribution strategies that help clients achieve financial security in retirement.
Investment Management
Our evidence-based investment approach focuses on constructing diversified portfolios using low-cost, non-proprietary funds. We employ top-down fundamental analysis and risk management techniques to align investments with client goals. Quarterly performance reviews and transparent reporting through third-party custodians ensure clients maintain full visibility over their assets while benefiting from tax-efficient strategies.
Financial Planning
We develop comprehensive financial roadmaps addressing cash flow management, debt reduction, and long-term wealth accumulation. Our holistic approach integrates estate planning, insurance analysis, and education funding strategies to create personalized plans that adapt to life's changing circumstances while maintaining focus on achieving financial independence.
People
Micah Landis
Financial Advisor, Retirement Plan Specialist
With over 15 years of experience, Micah provides comprehensive financial planning and retirement solutions. He holds ChFC and CRPS designations and specializes in serving law firms and self-employed professionals through evidence-based strategies that prioritize client interests.
Carol Chavez
Client Services Associate
Carol ensures operational excellence as the team's qualified plans manager. With extensive experience in retirement plan administration, she plays a critical role in maintaining client satisfaction through meticulous attention to detail and personalized service delivery.
Michael Sapa
Community Outreach Director
Michael focuses on business development and community engagement. He connects clients with tailored financial solutions while leveraging his marketing expertise to expand the firm's reach through strategic outreach initiatives.
Questions
What makes Mountain View different from other financial advisors?
We operate as a fee-only fiduciary with no product sales incentives. Our advisors hold advanced designations like ChFC and CRPS, and we maintain transparency through third-party custodians and detailed ADV disclosures.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations. While based in Las Vegas, we maintain state registrations as required and provide services to nearly half our clients located outside Nevada.
What investment approach do you use?
We employ evidence-based strategies using Modern Portfolio Theory and fundamental analysis. Our portfolios emphasize broad diversification, tax efficiency, and risk management aligned with client-specific financial goals.
How are your fees structured?
Fees are based on a percentage of assets under management, with alternative hourly or retainer options. Detailed fee schedules appear in our ADV Part 2A brochure available under the Transparency section of our website.
Do you have minimum account requirements?
We require a minimum annual fee starting at $2,500. This ensures we can provide meaningful value while maintaining our commitment to personalized service standards for every client relationship.
