Mountain View Financial Advisors

Overview

Mountain View Financial Advisors is an independent registered investment adviser that focuses on fee-based wealth management for individuals, families and select institutional clients. The firm structures engagements across percentage-of-AUM, hourly and fixed-fee arrangements and combines financial planning, portfolio management for individuals and small businesses, pension consulting and client education workshops into its service mix. Its investment posture is equity‑oriented: exchange‑traded equities represent the dominant allocation across client portfolios, with a clear preference for liquid, listed instruments that support tax-aware and customizable positioning. The adviser is not positioned as an active ESG investor and does not operate as a multi-state or related adviser. It maintains an insurance industry affiliation that supports parts of its planning and risk‑management work. The firm acts as a discretionary manager for its clients and appears to use Schwab as the primary custodian, enabling broad access to exchange‑traded products and separately managed account structures when appropriate.

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Location & Offices