WestView Investment Advisors

At Westview Investment Advisors, we are an independently owned, fee-only investment management and financial planning firm dedicated to helping our clients achieve financial success. Our comprehensive approach combines deep market insights, rigorous analysis, and a focus on risk management to provide our clients with a solid foundation and peace of mind, even during times of uncertainty.

We take pride in being a boutique-sized firm, which allows us to get to know each client individually, within the larger context of their life. Our client-centered philosophy means that we are dedicated to building long-term relationships based on integrity and mutual success. We prioritize open communication, ensuring that our clients are well-informed about their investments and progress towards their goals.

Our Services

Our team of experienced investment managers and certified financial planners work together to provide our clients with a range of services, including investment management, financial planning, and endowment management. We construct balanced portfolios tailored specifically to each client's circumstances, incorporating their financial goals, time horizon, and risk tolerance. Our financial planning services help our clients reach their long-term financial goals with less stress along the way. We also provide endowment management services, aligning an endowment portfolio with the mission and values of the foundation.

Our Expertise

Our team of certified financial planners has the expertise and experience to help our clients achieve their financial goals. We provide high-service and research-based insights with the overarching goal of helping clients identify opportunities, grow wealth, and manage risk effectively. We have been recognized as a Top Registered Investment Advisor in the U.S. by Financial Advisor Magazine, and we are committed to continuing to provide exceptional service to our clients.

Our Philosophy

At Westview Investment Advisors, we believe that a well-constructed financial plan can help our clients reach their long-term financial goals with less stress along the way. We are dedicated to helping our clients identify opportunities, grow wealth, and manage risk effectively. Our comprehensive approach combines deep market insights, rigorous analysis, and a focus on risk management to provide our clients with a solid foundation and peace of mind, even during times of uncertainty.