Our driving philosophy centers around this fact: clients are our top priority. Our goal is to help manage your financial life so that you can spend more time doing the things you love most. Viewpoint Financial Advisors believe this process can be uncomplicated, empowering, and rewarding.
Our driving philosophy centers around this fact: clients are our top priority. Our goal is to help manage your financial life so that you can spend more time doing the things you love most. We believe this process can be uncomplicated, empowering, and rewarding.
Our promise to clients is that we will treat you as we wish to be treated—guiding you with your well-being in mind, and continuously striving for excellence in the advice and service we provide.
Our approach is personalized and proactive. We believe that the best way to serve our clients is by gaining a deep understanding of who they are and what’s important to them. Viewpoint Financial Advisors serve as your guide and personal consultant the entire way.
Our independence means that we are free to act in your best interest, helping you follow the best course of action to meet your financial goals—without any pressure to promote a particular product or strategy. It’s a model that differs from that of some other types of financial firms whose representatives are accountable not just to their clients, but also to the parent company that employs them. Our loyalty lies exclusively with our clients.
Viewpoint Financial Advisors started in 1974 with the vision of building a new kind of financial firm—one that focused on helping everyday people achieve their ideal financial lives. Since our inception, we have helped families to build wealth, protect their hard-earned assets, and create a financial legacy to last generations. We understand that major financial decisions can seem complex and intimidating. That’s why we take the time to listen and understand your specific values and life goals, and then help you get from where you are today to where you want to be in the most efficient and appropriate way.
Our firm’s success is not measured by profits, but by clients reaching their goals. We believe that thoughtful advice leads to meaningful outcomes, and that this is only possible by gaining a deep understanding of who our clients are and what’s most important to them. In keeping with our client-first philosophy, we have been fortunate to develop not only long-term relationships, but also friendships. In fact, our sincere dedication to our clients’ success often leads to us working with their children, grandchildren, and in some cases, even their great-grandchildren. Something like that is only possible when a meaningful relationship exists, and that’s why we’re known as a family wealth management firm.
We have always placed a high value on our independence. Independence means that our loyalty lies exclusively with our clients, rather than to a parent company, as is the case with some financial firms. In 2014, we partnered with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation. Our partnership with Commonwealth gives us access to first-class technology, research, and support, while we remain free to make recommendations based solely on what’s right for our clients.
Today, Viewpoint Financial Advisors remain privately owned and fiercely committed to helping families live their ideal lives with the confidence of knowing they have a professional by their side. Our staff consists of some of the very best and brightest professionals in the industry, and our client list has expanded to more than 400 households. Despite our growth, we stay true to our boutique roots—nimble and committed to doing whatever it takes to exceed your service expectations, yet large enough to compete with even our largest competitors.