A complete list of active advisors currently associated with Longview Financial Planning LLC
Warmer can help you find a great advisor at Longview Financial Planning LLC or one who fits your needs even better.
The firm advises individuals and high-net-worth clients, offering discretionary portfolio management and standalone financial planning and consulting. Portfolios are typically built with low-cost, diversified mutual funds and ETFs, with individual stocks, bonds or legacy positions used when appropriate to meet client objectives. The advisor acts as a fiduciary and emphasizes long-term, fundamentally driven strategies tailored to each client’s goals, with ongoing monitoring, rebalancing and the ability to trade to address tax, risk or liquidity needs. Financial planning engagements are offered on an hourly basis and may include a written plan or consultation covering retirement, savings, education and related topics. Notable for a newly formed adviser with no reported assets, the firm combines hourly financial planning with direct portfolio management for individuals — services that are relatively uncommon among firms in this regulatory category. It does not manage private funds or charge performance-based fees and maintains an institutional platform relationship that provides software and operational support to the firm.
To learn more about the advisors currently working at Longview Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, PA
| —
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