About Longview
Tax-Aware Retirement Planning Built Around Long-Term Relationships
Founded in 1987 by Earl Mendenhall, Longview was built on the belief that financial guidance should be personal, relationship-driven, and centered around long-term planning. Over the decades, the firm has developed lasting relationships with individuals and families across multiple generations.
Today, under the leadership of André Veres, CFP®, ChFC®, RICP®, Longview focuses on helping affluent pre-retirees, retirees, and women in financial transition navigate retirement income, tax planning, Social Security decisions, long-term care considerations, and coordinated wealth strategies.
Our approach goes beyond investment management alone. We believe thoughtful financial planning should help clients navigate major life transitions, make informed long-term decisions, and create clarity around the future for themselves and their families.
A Team That
Understands You
Financial planning is deeply personal. Whether you are preparing for retirement, navigating a major life transition, planning for future generations, or navigating increasing financial complexity, our role is to help you make thoughtful long-term decisions with coordination and clarity.
We believe the strongest advisory relationships are built over time. Our team works closely with clients and their families to provide proactive guidance around retirement income, tax planning, investment management, estate coordination, and major financial transitions as priorities evolve through different stages of life.
Our planning-first approach is designed to bring structure and perspective to complex financial decisions while helping clients feel supported through both opportunities and uncertainty.