Our Firm

Mountain View Financial, Inc. was founded in 2004 by Katie Kirkpatrick to offer personalized comprehensive wealth management solutions to individuals and business owners. The company is dedicated to identifying the unique needs of each client and implementing innovative tools to accomplish those objectives.

At Mountain View Financial, Inc. our mission is to build strong lasting relationships with our clients based on value and integrity.  We work with clients to define and understand their financial goals.  Based on each client's unique goals, a comprehensive wealth management program is developed to address both current financial needs and to achieve long term objectives. Our approach provides clarity to individuals seeking answers to their retirement, college funding and estate planning questions and offers confidence to business owners looking for solutions to the challenges of tax planning employee retention and business succession.

Our clients include individuals interested in beginning the estate planning process, retired individuals seeking guidance in their planning, and business owners and professionals concerned with preserving assets.  Our goal is to serve each client's need for protection, asset accumulation and preservation of wealth.

Mountain View Financial, Inc. provides objective financial recommendations and guidance supported by quality products and service.  We work with a handful of exceptional, highly trained financial professionals to offer innovative strategies for today's most advanced estate and business succession planning challenges.  Planning for financial well-being presents both challenges and opportunities.  From a thorough net worth analysis to a realistic tax and investment strategy for the future we can offer solid guidance and direction every step of the way to help you work toward your goal to plan, build and protect your family's wealth.