Who We Are


Our Story

At Longview Financial, we are a company who believes in people. After all, our purpose is to serve the people of our communities as we partner with them to help achieve their financial goals.

When we first opened our doors in 1994, we decided that we would work every day to improve our business. We dedicated ourselves to this task and in 2010 the opportunity to merge Longview Financial with West Financial Consulting allowed us to build a sustainable business based on a fiduciary standard while continually seeking new ways to serve our communities both now and in the future.

We established ourselves as a fee-only and fiduciary firm from the very beginning because we feel this method is fairer for our clients. This has allowed us to provide you high-quality service by minimizing conflicts of interest while being focused on your unique financial needs and situations.

While our clients can be found in all corners of the nation, we primarily serve clients throughout the Southeastern United States.

Here's Longview at a Glance.

 

Click here to find out more about our team.

 

Our Culture

Each day we seek to empower both our clients and our team members to think big and make a difference. Our desire is for you to know the pleasure that stems from helping others achieve their goals as you work to secure your own financial future.

Comprehensive financial planning is an integral part of our daily lives, because we believe that making the right choice is what helps everyone to both do and achieve more. This is why it is so important that we seek to build relationships with our clients that are based on mutual respect, trust and honesty.

Core Values:

  • Acting with integrity and transparency
  • Striving for excellence
  • Embracing teamwork and collaboration
  • Always being curious
  • Living a balanced life

 

How We Give Back

One of our goals is to help our respective communities grow and flourish. To that end, team members are offered two full days of paid community leave to volunteer with charitable organizations of choice. Also, additional time is given to team members to serve together as a group in the community. This time is designed to encourage our team to get out of the office and into their communities as they look for new and unique ways to serve and give back.

Why is this important to us?

Because we care. Our communities are our homes and it is important to us that we do our part to support them. In fact, it is one of our key founding principles. Below you will find a list of organizations in which our employees are currently involved:

  • Community Foundation of Huntsville/Madison County
  • HudsonAlpha Institute For Biotech
  • United Way of Etowah County
  • Rocket City Scholarship Granting Organization
  • Leadership Huntsville/Madison County
  • Rotaract Club of Huntsville
  • Kiwanis Club of Gadsden
  • Therapy Partners, Inc.
  • Huntsville Hospital Development Council
  • Southeastern Rett Syndrome Alliance