We keep it simple: one firm, a full-service team.
At Global View it’s not just words. Our team works hard to preserve and grow your wealth. With backgrounds in investing, financial planning, tax management, and estate planning, our boutique team works collaboratively to help you achieve your goals. This collaboration is what sets up apart.
Joe E. Hines, Jr.
CFP®
Managing Partner, Retirement Transition Specialist
“I want for every client to know they are important to me. It’s about a lot more than money to me.”
Adam Wiles
CFP®
Partner, Chair of Investment Committee
“I want to be the unreasonable advocate for my clients. I will tell it like it is, even if you don’t want to hear it.”
Erin Milner
Paraplanner
"Financial planning is more than just a technical exercise… it’s planning for your life. I love helping clients do it and then later, achieving the goals they set in the process."
