Ridgeview Financial LLC

Ridgeview Financial is an investment advisory firm registered in Utah, founded and operated by David Edwin McCoy. The firm primarily offers discretionary investment management, building diversified portfolios using exchange-traded funds, mutual funds, and other publicly traded securities based on each client's specific goals, risk tolerance, and time horizon. Ridgeview Financial also offers hourly financial planning and consulting for clients who do not need ongoing investment management, as well as educational workshops. In addition to investment advisory services, the firm's personnel are licensed to sell insurance products such as life insurance and annuities, creating a potential conflict of interest that is managed through disclosure and acting in the client's best interest. Ridgeview Financial requires clients to use approved custodial platforms, such as Altruist, and bills investment management fees quarterly in arrears via invoice rather than direct account deduction.