Effective financial planning is more than just planning for your money - it’s planning for your life.

We believe effective financial planning is accomplished by getting to know you, understanding your life goals, and crafting a comprehensive plan that fits you. Our relationship is at the core of the planning process. We work with you on an ongoing basis, because as your needs change, so will your plan.

We are committed to acting in your best interest.

We are Fee-Only.

We do not sell products nor do we earn commissions from the investments we manage for you. Read more about Fee-Only, Fee-Based, and Fee and Commissions here.

We are Fiduciaries.

Our planners proudly renew their Fiduciary Oath each year and exercise their best efforts to act in good faith and in your best interest. Learn more about how our approach to Financial Planning and Wealth Management is different.

Longview offers three service models to fit your needs.

CapstoneService Model

Capstone
Service Model

This service model is designed for individuals, families, and organizations who typically have $750,000 or more in assets under our management and who are interested in both comprehensive financial planning and investment management.

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CornerstoneService Model

Cornerstone
Service Model

This service model is designed for young professionals who are building wealth and are looking for a personable, engaged, and knowledgeable partner to help build a financial life plan.

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Planning-OnlyService Model

Planning-Only
Service Model

Longview offers a limited number of one-time planning engagements to clients who are interested only in financial planning without ongoing investment management.

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