Longview Financial Advisors, LLC

Longview Financial Advisors, LLC, established in 2018 by Timothy C. Harrington, offers personalized financial planning and investment management services to individuals, pension plans, trusts, and small businesses. The firm assesses client goals and risk tolerance to develop tailored investment strategies, managing accounts on a discretionary basis. Longview also provides services to ERISA retirement plans, assisting plan sponsors in meeting fiduciary obligations. The firm's investment approach includes strategic asset allocation, utilizing Dimensional Funds Advisors and passively managed funds. Longview charges fees based on a percentage of assets under management, with annual management fees ranging from 1.00% to 0.40%, depending on account size. The firm does not charge performance fees and requires a minimum of $2 million in managed assets for new clients. Longview does not participate in a wrap fee program and does not take custody of client assets. Clients maintain control over their accounts held by a qualified custodian. The firm's principals, Timothy C. Harrington and Colleen L. Harrington, both hold the CERTIFIED FINANCIAL PLANNER™ designation. Longview does not have any disciplinary events and operates under the supervision of Colleen Harrington, the Chief Compliance Officer. Clients receive quarterly reports detailing account performance and asset allocation.