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Plan, Build, Protect

Financial planning based in Eagle Idaho, serving clients in the Western US

Welcome to Mountain View Financial

We believe in helping people identify what their “mountain view” looks like, pave a path to get there, and find joy along the way.

Here’s a Bit About What It’s Like to Work With Us

Holistic Thinking

We look at each aspect of your finances, your values and life as a whole, and see how we can blend them to best support your aspirations.

Genuine Partnership

Our goal is not to become the biggest firm—but to serve a limited number of clients through close and collaborative relationships.

Customized Approach

Rather than offer cookie-cutter financial plans, we create strategies from scratch that work for your precise circumstances and goals.

Who We Work With

Our clients include individuals, couples and families with diverse goals and situations. While we serve a range of people, some of our areas of speciality include the following:

Women Investors

Small Business Owners

Professionals Nearing Retirement

Helping You Maintain an Organized Financial Life

By getting clear on your goals and building a plan oriented around them.

Reach Out to Talk

Check the background of this firm/advisor on FINRA’s BrokerCheck.