Longview Financial Advisors, Inc.

Longview Financial Advisors, Inc., established in 1994, offers personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory services on a fee-only basis. Longview's annual investment advisory fee is based on a percentage of the market value of assets under management, with different service models available. The firm offers financial planning services covering areas such as retirement planning, cash flow projections, insurance review, education planning, estate planning, and tax planning. Longview also provides investment management services, focusing on multi-asset class diversified portfolios and employing research-based methodology. The firm does not charge performance-based fees and primarily invests client funds in mutual funds and exchange-traded funds. Longview does not receive compensation from the sale of securities or other investment products. Clients have the option to have Longview's investment advisory fees deducted from their custodial account. The firm does not vote proxies on behalf of clients and does not require fees to be paid more than $1,200 in advance. Longview has no disciplinary events and maintains a Code of Ethics ensuring high standards of business conduct and fiduciary duty.