Longview Financial Advisors, Inc.
Overview
Longview Financial Advisors, Inc. is a fee-only financial planning and wealth management firm based in Huntsville, Alabama. The firm offers comprehensive services, including retirement planning, estate planning, tax planning, and investment management, with a minimum account balance requirement of $2 million. Their investment approach is evidence-based, focusing on low-cost funds and dynamic rebalancing to achieve clients' long-term financial goals. The firm emphasizes transparency and fiduciary responsibility, ensuring that clients' interests are prioritized in all financial decisions. Longview Financial Advisors is committed to community engagement, fostering a culture of giving, and actively participating in local philanthropic initiatives to create a positive impact in their community.
Investment Focus
- Minimum account balance of $2 million
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Frequently asked questions about Longview Financial Advisors, Inc.
What sectors does Longview Financial Advisors, Inc. invest in?
Longview Financial Advisors, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Huntsville, Alabama, United States. Longview Financial Advisors, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Longview Financial Advisors, Inc. invest at?
Longview Financial Advisors, Inc. backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout.
Which regions does Longview Financial Advisors, Inc. invest in?
Longview Financial Advisors, Inc. invests across United States.
Who are the partners at Longview Financial Advisors, Inc.?
Team members listed for Longview Financial Advisors, Inc. include Andrew Gipner (Partner & Senior Financial Advisor) and Jeff Cedarholm (President / CIO).
How do I contact Longview Financial Advisors, Inc.?
Longview Financial Advisors, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database