Longview Financial Advisors

Our Story

Longview Financial Advisors is a financial advisory firm that prides itself on building strong partnerships with its clients, placing their interests above its own, and providing exceptional service that is both reactive and proactive to their needs. The firm is committed to cultivating a culture of giving and believes that businesses have a duty to all stakeholders: clients, team members, shareholders, and the community.

Culture

At Longview Financial Advisors, we value lifelong learning and have built an environment that attracts highly motivated and skilled employees. Our team members hold various certifications, including CERTIFIED FINANCIAL PLANNER TM (CFP), 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), ACCREDITED ESTATE PLANNER (AEP), and Chartered Retirement Planning Counselor (CRPC). This diversity of expertise allows us to provide comprehensive financial planning and wealth management services to our clients.

Value Proposition

We are committed to providing expert knowledge to clients interested in becoming more strategic in their giving. We encourage our clients, team members, and shareholders to define their path to making a difference and educate and communicate to the public the importance of giving back. We engage with our community partners to create positive impact in our local communities and strive to live what we teach, being a force for good.

Commitment to our Communities

Longview Financial Advisors is dedicated to creating impact in our local communities. We are committed to being a resource of expert knowledge for clients interested in becoming more strategic in their giving. We encourage our clients, team members, and shareholders to define their path to making a difference and educate and communicate to the public the importance of giving back. We engage with our community partners to create positive impact in our local communities and strive to live what we teach, being a force for good.

Services

We offer comprehensive financial planning and wealth management services, including retirement planning, investment management, estate planning, tax planning, and risk management. Our team of experts works together to provide a holistic approach to financial planning, ensuring that our clients' needs are met and their goals are achieved.

Who We Serve

Our clients include individuals, families, businesses, and non-profit organizations. We work with clients at all stages of life, from young professionals just starting out to retirees looking to enjoy their golden years. We also work with businesses to provide employee benefits, retirement planning, and succession planning services. Our non-profit clients benefit from our expertise in philanthropic consulting, allowing them to maximize their impact on the community.

Financial Planning & Wealth Management

Our financial planning and wealth management services are designed to help our clients build, manage, and preserve their wealth. We work with our clients to develop a comprehensive financial plan that takes into account their goals, risk tolerance, and time horizon. We then implement the plan, regularly reviewing and adjusting it as necessary to ensure that our clients stay on track to meet their goals.

Philanthropic Consulting

Our philanthropic consulting services are designed to help our clients maximize their charitable giving. We work with our clients to develop a giving strategy that aligns with their values, goals, and financial situation. We then help our clients implement the strategy, including researching potential recipients, facilitating grants, and monitoring the impact of the giving.

Resources

We provide a variety of resources to our clients, including market commentary, firm news, and educational materials. Our eMoney Client Vault allows our clients to access their financial information anytime, anywhere. We also offer Black Diamond, a comprehensive performance reporting and aggregation platform.

Insights

Our team of experts regularly shares their insights on financial planning, investment management, and philanthropy through our Macro Minute Market Commentary, firm news, and guest posts. We believe that education is key to empowering our clients to make informed financial decisions.