About Westview Investment Advisors
<p>Fee-only investment advice is the focus at this independently owned firm, which offers investment management and planning for individuals, families, endowments, and charitable organizations. Founded in 2019, Westview Investment Advisors works with clients nationwide and reports $0.2B in assets under management (2026).</p> <p>Headquartered in Burlington in northern Vermont near the Lake Champlain region, the firm also works across state lines, with registrations that include Massachusetts, New Hampshire, New Jersey, New York, Texas, and Vermont. The team includes Certified Financial Planners who build portfolios around a client’s goals, risk tolerance, and time horizon.</p> <p>For retirement plans, Westview Investment Advisors acts as a <a href="/plan-advisors">plan advisor</a> and provides 3(21) fiduciary services, with plan-level investment guidance and ongoing monitoring. One differentiator is the firm’s fee-only structure paired with CFP-led planning, which can be helpful for sponsors who want investment recommendations without product sales.</p> <ul> <li>Fee-only investment advisory and financial planning</li> <li>Portfolio design and ongoing investment management</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> <li>Pension consulting for pensions and endowments</li> <li>Registered in MA, NH, NJ, NY, TX, and VT</li> </ul>
Website: https://www.westviewinvest.com/
Founded: 2019
Office Locations
- Burlington, VT (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $228.6M