A fee-based wealth management firm creating personalized solutions to help clients achieve financial security and wealth

Who We Are

Founded in 1981, LongView Wealth Management is a fee-based personal wealth management firm bringing over 35 years of extensive knowledge and experience to the practice of financial planning and wealth management. We operate as a registered investment advisory firm and, therefore, serve as fiduciaries – acting in the best interest of our clients. We provide independent, objective, and unbiased financial advice to help our clients simplify their lives and accomplish their goals. We are based in Atlanta, Georgia, but we maintain offices in a number of different locations across Georgia and Colorado.

What We Do

We believe that personal wealth management can transform lives, families and generations. As a fee-based personal wealth management firm we have seen over and over again, that real wealth is built when clients resist the pressures of short-term thinking and reactive decision making. We work with our clients to learn about the visions and goals they have for their lives.  We then translate those visions and values into comprehensive financial plan that integrates all areas of their financial lives.

The Path to Retirement: Savings > Returns

by Mike McKay and Clete Miller, LongView Wealth Management Advisers analyze markets and make assumptions in order to forecast how much savings are required now to successfully meet retirement goals later. People are living longer, causing an obvious increase in the...

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2017 Third Quarter Report: Don’t Bail Out Now!

The last few years of a bull market are always a bit of a mystery to professional investors.  The market rises faster than it did in the early, cautious years when nobody believed there WAS a bull market, even though there appear to be fewer fundamental or economic...

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So, Equifax had a data breach. What should we do now?

by Susan Ganser, CFP®, LongView Wealth Management As you may have heard, Equifax, a credit reporting agency based in Atlanta, recently announced a data breach, and we are getting all kinds of questions about this from clients, family, and friends. Like many of you, I...

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1100 Johnson Ferry Road NE Suite 320
Atlanta, GA 30342
P: 404-843-3100
F: 404-250-9850

213 West Jefferson Street
Madison, GA 30650
P: 706-438-4497 


3901 Glenn Road
Columbus, GA 31909
P: 706-568-0662

4704 Harlan Street, Suite 660
Denver, CO 80212
P: 303-458-5250
F: 303-458-8335