Welcome to Mountain View Financial Advisors
We are an independent, fiduciary, registered investment advisory firm serving clients nationally.
Our client-first approach means always putting your interest ahead of all others. We view our relationship as a partnership which is only strengthened by our commitment to honest, transparent, evidence-based financial advice.
Leading clients through the complexity to clarity is our enduring mission.Learn More
Who We Are
Our mission is to be a lifelong, trusted advisor to our clients. To always listen and understand their needs and goals. Work with our clients in partnership to develop and execute a financial plan that truly improves both their personal and financial wellbeing.
Integrity. Transparency. FiduciaryPhilosophy
Our client first approach means first listening and understanding the clients needs and desired results. Determine, organize and prioritize their goals. In collaboration with the client, develop a comprehensive and holistic financial plan. Then implementing the plan through ongoing assistance and specific steps designed to break down the process into smaller, more manageable action items. Finally providing ongoing guidance and accountability, helping to ensure long term success.
Our commitment to our clients means always adding value. Putting their interest first. Providing advice that is both prudent and financially sound. Being an ongoing, trusted partner with an unwavering desire to help improve their personal and financial wellbeing.
We pledge to conduct ourselves at all times with honor and dignity. To act in the best interest of our clients. To transparently disclose and minimize conflicts of interest. Continually develop our expertise so as to provide the best advice possible. In addition to the ethical commitment stated above. We adhere to the code of ethics implemented by the American College of Financial Services.
For over ten years, Micah Landis has been providing individuals and businesses with comprehensive financial planning and business retirement plan services. Through the process of engaging with clients and developing hundreds of financial plans. He has gained insights into what makes a person or business successful in their pursuit of financial security.
As a frequent speaker and advisor to professional industry groups including medical, legal and real estate. He understands the unique challenges and opportunities that professionals often experience.
Chartered Financial Consultant (ChFC®) Designation
The ChFC® marks issued by the American College of Financial Planning is an advanced financial planning designation. Advisors that earn this distinction have completed a rigorous course of study covering topics including investment management, taxation and estate planning. In addition to the academic requirements, advisors must complete a minimum of three years of client facing work experience.
Believing that family and friends are the most important aspect to personal happiness. Micah has been fortunate to be the proud father to a wonderful daughter and blessed with a growing community of close friends.
During the more than fourteen years as a resident of Las Vegas. Micah has become an active member of the local charity scene. Often participating in charitable activities ranging from human trafficking prevention and financial literacy, to animal rescue and medical research.
Who We Serve
The transition from career to a work optional or full retirement lifestyle is often equally exciting and frightful. The myriad of personal, financial and medical factors to consider can result in a sense of uncertainty and confusion.
We start with the development of the client vision and work down to the fine details. This process provides the answers and guidance that those entering this transition desire.
We define retirees as those that are within five to ten years of reducing their involvement in the workforce. We will also assist individuals and families that consider themselves currently retired.
Leading clients through the complexity to clarity is our mission. Our retirement planning services incorporate investment management, income needs, social security optimization, tax-efficient distribution strategies, medical needs, long-term care, pensions, legacy desires, estate planning and more.
Self-employment can be very rewarding and empowering. It also comes with unique challenges that are typically outside the professional’s area of expertise. As a trusted advisor to the self-employed, we partner with our clients to simplify their lives. Allowing them to focus their energies towards activities that are their highest and best use.
Leading clients through the complexity to clarity is our mission. Our experience and expertise will guide you through issues concerning proper entity selection, business and personal tax management, tax optimization to minimize business and personal tax obligations, personal and business cash flow, risk management, business accounting, financial record keeping and much more. Preparing the business and client for long term success is key.
This often involves establishing qualified and non-qualified retirement plans including IRA’s, SEP’s, SIMPLE’s, Solo 401K (Keogh), and Defined Benefit. In addition, we facilitate risk management insurance plans including individual and group health, short term and long-term disability, and key person or buy-sell life insurance arrangements.
Operating a successful business involves maximizing the benefits to all the key stakeholders. Including the owners and employees. Owners often seek to maximize profits and minimize tax liability. While also creating the environment for long term success. Goals including attracting and retaining the best talent, lowering tax liabilities and providing a strong, financial safety net. Can be accomplished through a well-designed benefits package. Leading clients through the complexity to clarity is our mission. By listening to the clients needs and desired outcomes. We will be able to utilize our experience and expertise in retirement and benefits plan design, to develop a strategy that balances the needs of all stakeholders.
This often involves establishing qualified and non-qualified retirement plans including IRA’s, SEP’s, SIMPLE’s, 401K, and Defined Benefit. In addition, we facilitate risk management insurance plans including group health, vision, dental, life, short term and long-term disability. Business succession needs can be addressed utilizing key person or buy-sell life insurance arrangements.
We believe that improved financial literacy and financial security of your employees builds your long-term success. By pairing the retirement and benefits plans implemented with ongoing, group financial education. Plus, individual financial planning services. We are able to provide a means of attracting and retaining the talent you need to grow.
What We Do
Inspire. Plan. Achieve.
To be successful and achieve your goals it is imperative to know where you are and where you are going. Establishing goals, understanding your current circumstances and developing a holistic and comprehensive road map. Allows you to confidently work towards improved personal and financial wellbeing. Peace of mind comes from executing a holistic, personalized plan.
Financial Planning Services
- Budgeting and Cash Flow
- Debt Management
- Retirement Income Planning
- Insurance Review
- Education Funding
- Estate and Trust Planning
- Health and Medical Care Planning
- Wealth Accumulation
- Tax Optimization
- Risk Management
Evidence Based. Transparent. Goals Driven.
Our investment philosophy is that investments should be managed in a manner that aligns with the goals established in the financial plan. We also believe that investments should be selected through a process designed to minimize the conflicts of interest and maximize the benefit to the clients.
Our portfolios are primarily constructed utilizing broadly diversified, low cost investments. We develop strategies using Modern Portfolio Theory and top down fundamental analysis to proactively manage your investments.
We specialize in plans designed to improve the probability of achieving a target investment return. While balancing the need to protect assets during turbulent market conditions.
Investment Management Services
- Diversified, Low Cost Investments
- Tax Efficient Portfolios and Distribution
- Qualified and Non-Qualified Investment Accounts
- Evidence Based and Risk Managed
- Non-Proprietary and No Revenue Sharing
- No Commission or Deferred Sales Charges
- Transparent Fee Schedule
- Fiduciary Advice
- Assets Held at Third Party Custodian
- Quarterly Statements
- Online Account Access
Empower. Educate. Value.
Maximizing benefits for the owners and key employees while also attracting and retaining the talent needed for growth. This is the goal of a well constructed business retirement and benefits plan. Allow us to provide the fiduciary expertise necessary to design, implement and maintain a benefits package that meets and exceeds your needs.
Financial Wellness Benefits Everyone
Our group benefits services include ongoing financial education via on site seminars and personalized, one on one financial advising. We believe that improved financial wellness benefits everyone.
- Safe Harbor
- Profit Sharing
- Defined Benefit
- Group Health
- Short and Long Term Disability
- Vision Dental HSA
*Group Benefits managed through affiliate company Mountain View Consulting LLC.