WestView Investment Advisors

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Client assets under management

$207,787,764

Clients

165

40% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,259,320

About

WestView Investment Advisors is a team-based SEC‑registered advisory firm with four advisors managing roughly $228.6 million for about 165 clients, serving individuals, high‑net‑worth households, and plan sponsors. The firm provides discretionary and non‑discretionary investment management, standalone and integrated financial planning, and retirement plan consulting in an ERISA 3(21) capacity.

The firm customizes asset allocation and portfolio construction to client goals and risk tolerance and implements strategies across individual equities, fixed income, mutual funds, ETFs and certain alternative vehicles. WestView describes the use of fundamental, quantitative and technical analysis, provides clients access to an eMoney planning platform, and conducts ongoing reviews with attention to cash positions and portfolio activity.

Noteworthy differences from many peers include the firm’s disclosure that it uses endorsements and highlights third‑party ratings in its advertising, and its brochure specifically discusses use of non‑traded interval funds and related custody considerations such as standing letters of authorization. The brochure also emphasizes negotiable advisory arrangements, the inclusion of financial planning for larger advisory clients, and a solicitor referral relationship, which may distinguish WestView from other team firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Fixed

Approximately $3,000 fixed fee for standalone financial planning and consulting services; retirement plan consulting fees may also be fixed fees

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable

Project-based

Approximately $300 per hour for standalone financial planning and consulting services

Other

Account minimum: $500,000 Fee-only: Investment advisory fees based on a percentage of assets under management; financial planning fees are hourly ($300/hour) or fixed fee ($3,000)

Main office location

WestView Investment Advisors

118 Pine St.

Burlington VT 05401, United States

Number of offices

Most active in

Massachusetts · New Hampshire · New Jersey · New York · Texas · Vermont

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website 802-489-5342

Advisors at this firm

Eric H

CFP®, Series 63, Series 66

Burlington, VT

WestView Investment Advisors

Eric Hallman is a CFP® professional with 10 years of experience in financial advising. He is currently with WestView Investment Advisors and has previously worked at SVB Private and Fidelity Investments. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, offering discretionary and non-discretionary portfolio management as well as financial and retirement plan consulting. The firm customizes asset-allocation strategies using a range of analytical approaches and provides consolidated reporting through the eMoney platform.

Wealth management

Joshua G

CFA®

Burlington, VT

WestView Investment Advisors

Joshua Graham is a CFA® charterholder with experience at WestView Investment Advisors since 2025. His prior roles include positions at Shadowfax Capital Management, M Partners, Pickle Barrel, Queen’s University, Mackenzie Financial Corporation, and TD Canada Trust. He is based in Burlington, VT. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using customized asset-allocation strategies implemented across a range of securities and supported by consolidated reporting tools.

Wealth management

Benjamin N

CFP®, Series 65

Burlington, VT

WestView Investment Advisors

Benjamin Nostrand is a CFP® professional with 17 years of industry experience, currently serving as an advisor at WestView Investment Advisors in Burlington, VT. He has been with Westview Investment Advisors, LLC since 2013 and Westview Management, LLC since 2020. Westview Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, customizing asset-allocation strategies based on clients’ goals and risk tolerance.

Wealth management

Louise G

Series 65

Burlington, VT

WestView Investment Advisors

Louise Gibbs is a financial advisor at WestView Investment Advisors in Burlington, VT, holding a Series 65 designation with 10 years of industry experience. She has been with WestView since 2015, initially at Westview Investment Advisors, LLC, and continuing at Westview Management, LLC since 2020. WestView Investment Advisors serves individuals, business entities, pension and profit-sharing plans, and trusts, including both high-net-worth and non-HNW clients. The firm offers portfolio management, financial planning, and retirement plan consulting, tailoring asset-allocation strategies to client goals and risk tolerance using a range of analytical methods.

Wealth management

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