NEW VIEW FINANCIAL, LLC

Overview

New View Financial, LLC is a small, independent registered investment advisor that focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its investment posture favors publicly traded equities — both individual stocks and exchange-traded funds — and the firm’s advisory model is owner-led and accounting-oriented, reflecting its business activity as an accountant. New View Financial charges clients via a mix of percentage-of-AUM fees, hourly consulting and fixed fees, which aligns with serving clients who need ongoing portfolio management as well as stand‑alone planning engagements. The adviser reports a clear tilt toward equities as the primary allocation preference. With all reported assets classified as discretionary, New View appears to run managed strategies for clients rather than acting purely in a consultative capacity. The firm does not position itself as an ESG-focused manager and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices