Our Values

Our Values

Roundview Capital’s Values
  • Trust and Integrity – We place our fiduciary duty first and foremost. Roundview Capital also does not sell products or receive commissions from any outside firms. Our relationships with Charles Schwab, Fidelity and TD Ameritrade allow clients to benefit from a fully transparent investment platform.
  • Attitude of Service – Delighting our clients is what we enjoy most. Over time, Roundview has developed a comprehensive Family CFO platform on which our team of professionals can help coordinate all aspects of our clients’ financial lives.

  • Nurture Relationships – We treat our clients like family and value their friendship. Many of our client relationships span decades and generations.
  • Community – We cherish our community and give back generously.

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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.