Mountain View Wealth Management
Make every day count.
Fiduciary financial planning and asset management for individuals, families and businesses.
We develop comprehensive investment strategies. Our planning process provides insightful advice and strategies that help you make smart decisions and reach your goals.
About Us
It’s simple. We work for you.
As fiduciaries, we are required to act in the best interest of our clients. Advisory clients pay a transparent fee based on the assets we manage, described in our Form ADV. When an annuity or other insurance product is the right tool for part of a plan, Brandon offers it individually as a licensed Virginia insurance agent and is paid a commission by the insurer, and we disclose how that works before anything is purchased.
Our success is derived from our ability to listen and understand your goals. Our goal is to provide an investing experience that makes a positive difference in your finances and your life.
Learn more about our founder →One size fits all rarely ends up fitting anyone.
We place a high priority on ensuring that each client’s investment portfolio is designed to meet their particular needs and goals. Our clients come to us with various investment goals, needs, and challenges, from individuals to small businesses, every situation is unique and requires thoughtful consideration and dialogue.
Many advisors will tell clients what they want to hear instead of what they need to know. We measure our success (and yours) by our ability to listen, understand your goals, and respect your risk limitations.
What We Do
Comprehensive strategies, managed as one plan
Financial Planning
Insightful advice and strategies that help you make smart decisions and reach your goals: retirement income, Social Security timing, insurance, and estate coordination, built around your life rather than a template.
Learn more →Asset Management
Prudent investment planning requires frequent dialogue and a strong relationship. We help clients gain exposure where they’re compensated for the risk involved, because risk and return coexist, even in the most conservative strategies.
Learn more →Get Started
Use our guided process to achieve your financial goals
We recognize the benefits of financial freedom and the opportunities it can create for you, your family, or your business. An investment strategy is integral to securing your financial future, and it starts with a conversation.
- Listen & UnderstandYour goals, needs, and risk limits
- Build Your BlueprintA comprehensive strategy
- Manage & AdjustFrequent dialogue as markets evolve
Complimentary Resources
Plain-English guides from our team
Educational guides and working checklists, no cost, no obligation.
Annuity Buyer’s Guide
How fixed indexed annuities really work: strengths and limitations alike.
Get the guide →Social Security Claiming Guide
Retirement’s six-figure decision, explained in plain English.
Read it →Retirement Readiness Checklist
Twenty-five checkboxes. One honest picture of where you stand.
Score yourself →Browse the full resource library: guides, checklists & articles →
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