Family wealth management firm

Viewpoint Financial Advisors is a wealth management firm that has been inspiring and guiding people to live with less worry and more intention for over 40 years.

A financial advisor helping his clients
WEALTH MANAGEMENT

Looking at your total financial picture, we can help you simplify the complexities of your financial life by creating a plan for all stages of your journey. No matter your level of wealth, we have a financial planning program to suit your needs.

Viewpoint Financial Advisors help you with your stock investments.
INVESTMENT MANAGEMENT

Whether you’re investing for retirement, college, or another goal, Viewpoint Financial Advisors work closely with you to design and manage an investment portfolio to not only achieve your goals, but also that you’re comfortable with.

Insurance and annuities financial planning from Viewpoint Financial Advisors
INSURANCE AND ANNUITIES

Life is full of uncertainties. While we can’t eliminate risk completely, we can offer insurance solutions to help reduce certain risks. As independent advisors, we are free to work with a vast number of insurance providers to help you find the policy that is right for you.

OUR STORY

“A FIRM WHOSE SUCCESS IS MEASURED NOT BY PROFITS, BUT BY CLIENTS REACHING THEIR GOALS.”

meet our team

The Viewpoint Financial Advisors Team - Paul Nelson Viewpoint Financial Advisors

Latest Articles

  • As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although it isn’t feasible to master every identity theft scen

  • Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the future—are an increasingly popular form of equit

  • As summer turns to fall, flocks of recent high school graduates leave the nest and head off to college or university for the first time. Their parents are faced with a wide ra

WHAT OUR CLIENTS SAY

Start planning your future today.

GET STARTED

CALL: 818.831.6631

FAX: 818.831.6681

help@viewpointfa.com