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.
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.
End-of-the-Year Money Moves
End-of-the-Year Money MovesHere are some things you might consider before saying goodbye to 2021. Presented by LongView Wealth Management What has changed for you in 2021? For some, 2021 has been a year of complicated changes. Did you start a new job or leave a job...
Wedding To-Do List
By: Sam Wishneff, CFP® Last year I made the most important decision of my life when I asked my best friend, Lauren, to marry me. After she (happily for me) said “Yes,” we realized we had some decisions to make. While we had been dating for...
2021 Third Quarter in Review
Presented by LongView Wealth Management Stocks raced higher through the first two months of the third quarter, overcoming rising Delta variant infections, a slowing economic expansion, and growing inflation worries. This market growth was...
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