Our team is focused on building a sustainable business that will endure for generations. We know the only way to do this is to hire conscientious, relationship-focused and talented individuals who know how to work as a team. We are more than employees at Longview, we are owners. As owners, we are committed to making you feel appreciated and working toward your best interest. This philosophy is woven into every decision we make as a firm.
We are an independent registered investment advisor (RIA). As an independent firm, we have no ties that require us to offer proprietary investments. Instead, we use a third-party custodian that allows us to have access to a wide variety of investments.
Our firm was founded as a fee-only firm. We do not accept commissions or referral fees for any recommendation we offer. We do not sell products. You pay us directly for independent advice from a trusted advisor. All of our advisors sign a fiduciary oath to put your interest before our own. Being fee only eliminates most conflicts of interest, but if one arises, we have a duty to disclose it.
When you work with Longview, you are working with a team, not an individual. Our advisors have different backgrounds and expertise and when working with us, we strive to match you with the advisor the fits your situation. Your team includes a lead advisor, associate advisor and investment advisor who are all working together to help you achieve your goals. We believe in lifetime learning and strive to create an environment that attracts highly motivated and skilled employees. All of our lead and associate advisors hold the Certified Financial PlannerTM (CFP®) designation.
We endeavor to create strong, long lasting relationships through exceptional service. Exceptional service requires going beyond what is expected. That is why we are very purposeful in creating a client service experience that is different from the typical financial advisory business. While our process allows us to be reactive to client needs and circumstances, it is also built to allow our advisors to be proactive by taking the initiative to tackle those financial planning issues the client hasn’t already noticed. This is why many of our clients have been with us for 10+ years.
We enjoy working with individuals and families to create purpose and encourage them to think strategically about their giving. We often work with people during key life events such as transitioning a business or planning how to create a legacy. Whether you are just starting to explore ways to begin giving or have a long history of giving, we can help you develop a plan to maximize impact using your time, talents and treasures.