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.
We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s.The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—rose 2.95% for the quarter, finishing the first half of the year up 8.73%. Meanwhile, the...read more
By Wes Bigler, CFP®, CEO As a young student in the wilds of Wyoming, I enjoyed reading the short stories of Edgar Allen Poe. Many of his stories captured my imagination; but my favorite was a spine tingling tale of cruelty and torture – The Pit and the Pendulum. In...read more
By: Kris Dwyer, CFP®, CDFA Have you ever noticed our business cards? A graphic artist’s nightmare, our cards are loaded with precise titles and six lines (I just counted) of required disclosures, all with the good intentions of helping you understand where we fit in...read more
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1100 Johnson Ferry Road NE Suite 320
Atlanta, GA 30342
213 West Jefferson Street
Madison, GA 30650
3901 Glenn Road
Columbus, GA 31909
4704 Harlan Street, Suite 660
Denver, CO 80212