Our Mission

Roundview Capital’s Mission

Roundview Capital’s mission is to help provide our clients with peace of mind by serving as their Family CFO. We take pride in attending to financial and life decisions with wisdom, diligence, and insight. Our goal at Roundview Capital is to help provide your family with the peace of mind that comes from knowing that all of your financial affairs are well attended.

In business, the Chief Financial Officer (CFO) oversees all aspects of the company’s finances and thinks strategically about both potential opportunities and risks.

Similarly, when engaged to do so, Roundview can act as Family CFO by helping to manage the multifaceted, interrelated components of our client family’s financial lives

Please Note: The scope of any financial planning and consulting services to be provided depends upon the needs of the client and the terms of the engagement. Roundview does not serve as an attorney, certified public accountant, or insurance agent. Roundview does not prepare estate planning documents or sell insurance products.

Copyright © 2022 Roundview Capital, LLC.

Roundview Capital is an SEC-registered investment advisor located in Princeton, New Jersey. When the number of our clients in a state meets that state's registration requirements, Roundview Capital will notice file in that state. This website provides general information about Roundview Capital and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click here for additional Disclaimer and Regulatory Compliance Information.
Owls have long been symbols of wisdom and insight. They are uniquely gifted with outstanding vision because they are capable of fully rotating their heads and seeing in the dark. At Roundview Capital, we believe that each client benefits from our well-rounded team of professionals who have domain expertise in all core aspects of wealth management.