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.

2018 2nd Quarter Report: When Will the Party End?

The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory. The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—finished the quarter up 3.83% and is now in positive...

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How to Be a Fearless Girl

By: Jessica Engebretsen, CFP® You may (or may not) know that, for the last year, Kristen Visbal’s statue Fearless Girl has been facing down the famous Charging Bull statue of Wall Street. While she has certainly created her share of controversies, the depiction of a...

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Are We Making Progress?

Do you believe the world is a better place than it was 10 years ago? 50, 100, 200 years ago?  Has the quality of human life been steadily improving or is it possible that have we begun to regress? A recent global survey of more than 18,000 adults across nine countries...

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Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.