Updated September 19, 2023
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Longview Financial Advisors

Investment Advisor Firm
Total assets under management$171M
Years in business30+

About Longview Financial Advisors

Longview Financial Advisors, Inc. is a trusted financial advisory firm dedicated to crafting tailored solutions that empower individuals and organizations to achieve their financial aspirations. Their mission centers on cultivating meaningful relationships, understanding clients' dreams and goals, and building comprehensive financial plans to transform those aspirations into reality.

With a focus on various specialized client groups, Longview excels in guiding individuals with equity compensation through the intricate world of wealth management. They provide personalized strategies encompassing equity compensation types, tax planning, and philanthropic initiatives.

Furthermore, Longview is a beacon for philanthropically and charitably-minded individuals, aiding them in creating impactful giving strategies, both during their lifetime and as part of their legacy.

For transitioning military service members and government employees, Longview offers expertise in navigating complex retirement systems, optimizing opportunities, and ensuring a strong financial foundation for the next life chapter.

Longview Financial Advisors, Inc. is dedicated to acting in clients' best interests, committed to transparency, and driven by the desire to make financial dreams a reality.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management
  3. Equity Compensation
  4. Tax Planning
  5. Philanthropic Consulting
  6. Retirement Planning
  7. Investment Management
  8. Government Employee Benefits

More about Longview Financial Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1224511

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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