Longview Advisors is a fee-only financial planning firm. Longview acts as a trusted guide in your financial life. Longview identifies your goals and objectives, and provides tailored recommendations. Longview offers hourly financial planning services to address specific questions or provide a comprehensive financial plan. Longview also implements investment strategies.
Assets Under ManagementN/A
Clients55
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Longview Advisors may recommend that you engage the services of a third-party institution investment manager to serve as your portfolio manager. Longview is not compensated by Asset Dedication, LLC for this service. Longview manages your portfolio on a nondiscretionary basis.
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