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Global View Investment Advisors Global View Investment Advisors is a Independent, Fee-Only, Wealth Management & Financial Planning

Global View Investment Advisors is an Independent, Fee-Only, Wealth Management, Financial Advisory & Retirement Planning Firm, Serving Global Clients from Downtown Greenville, South Carolina.

Continuing education is an important part of providing intentional financial guidance.In less than one week, Global View...
10/08/2026

Continuing education is an important part of providing intentional financial guidance.

In less than one week, Global View's Matt Crider will attend the NAPFA Fall 2026 National Conference in Atlanta where he will connect with Fee-Only financial advisors from across the country.

The conference provides an opportunity to learn about current topics across the financial planning industry and continue building the knowledge we bring to the table for our clients.

Financial planning is always evolving. Continuing education helps our advisors stay current and bring new ideas back to the clients we serve.

What financial planning topic is most important to you right now?

Today is World Financial Planning Day.A thoughtful financial plan connects where you are today with where you want to be...
10/07/2026

Today is World Financial Planning Day.

A thoughtful financial plan connects where you are today with where you want to be tomorrow. By bringing together your investments, tax considerations, estate plans, an long-term goals, a coordinated plan can help protect and maximize the wealth you've built while preparing for what comes next.

You've worked hard to build you wealth. At Global View, we're here to ensure you keep it.

09/30/2026

Transitioning from military to civilian life brings a range of important considerations that may be overlooked.

In this video, Shane Kozusko, CFP® & Financial Planner, uses his insights as a veteran to highlight key considerations in the transition such as civilian pay, life insurance, and what to do with your TSP.

For more information about financial planning for veterans, read our detailed guide: https://hubs.li/Q04xWNJj0

When you’re managing the wealth you’ve worked hard for, understanding how your financial advisor is compensated matters....
09/29/2026

When you’re managing the wealth you’ve worked hard for, understanding how your financial advisor is compensated matters.

Fee-only advisors are paid directly by their clients and do not receive commissions from product sales. Fee-based advisors, on the other hand, may receive both client fees and sales-related compensation, potentially introducing conflicts of interest into the advice they provide.

Global View operates as a fee-only fiduciary model because we know your financial decisions should be guided by your goals, not by outside incentives.

When markets swing, having a thoughtful strategy and a trusted advocate can make all the difference.In the face of a vol...
09/24/2026

When markets swing, having a thoughtful strategy and a trusted advocate can make all the difference.

In the face of a volatile market, it can be tempting to make changes based on what’s happening today. For investors with significant wealth, however, short-term reactions can have lasting consequences.

That’s why Global View takes a disciplined, long-term approach to navigating market cycles. Through thoughtful diversification, strategic asset allocation, regular rebalancing, and comprehensive financial planning, we help ensure your portfolio continues to reflect your goals, even as markets change.

Read the full article on navigating market volatility: https://hubs.li/Q04wfx_G0

09/23/2026

When does a Roth conversion make sense?

The right timing for a Roth conversion depends on your broader financial picture. Matt Crider, CFP® & Financial Advisor, explains two situations where a Roth conversion may make the most sense for your finanical future.

Looking for more information about Roth conversions? Check out our blog: https://hubs.li/Q04xWNGz0

Trusted fiduciaries for the wealth you’ve worked hard to build.As your wealth grows, managing it can become increasingly...
09/22/2026

Trusted fiduciaries for the wealth you’ve worked hard to build.

As your wealth grows, managing it can become increasingly complex. Whether you’re preparing for retirement, navigating the sale of a business, or planning for the next generation, Global View provides comprehensive, conflict-free financial guidance designed around your goals.

As independent, fee-only fiduciaries, we’re your advocate. Learn more about who we serve: https://hubs.li/Q04wh2nN0

A successful retirement starts with thoughtful planning.The decisions you make leading up to retirement can have a lasti...
09/17/2026

A successful retirement starts with thoughtful planning.

The decisions you make leading up to retirement can have a lasting impact on your income and financial security. At Global View, we help you evaluate your income, investments, taxes, and long-term goals together to build a strategy designed around the retirement you’ve dreamed of.

If you’re ready to take a closer look at your retirement plan, reach out today: https://hubs.li/Q04wh6ty0

If you have children or grandchildren under the age of 18, understanding Trump Accounts can help you determine if they’r...
09/15/2026

If you have children or grandchildren under the age of 18, understanding Trump Accounts can help you determine if they’re a worthwhile addition to your family’s saving strategy.

Officially beginning July 4th, 2026, Trump accounts function as a special type of IRA specifically for children, offering a long-term opportunity to invest for their future. Eligible children can receive a $1,000 federal contribution, alongside the opportunity for parents, grandparents, and employers to also contribute.

Our latest blog by Shane Kozusko breaks down the basics of Trump accounts, as well as how they may fit into your financial plan.

Read the full blog here: https://hubs.li/Q04wh5ZN0

Today, and every day, we remember.25 years later, we honor the lives that were tragically lost, and recognize the heroes...
09/11/2026

Today, and every day, we remember.

25 years later, we honor the lives that were tragically lost, and recognize the heroes whose courage and sacrifice continue to inspire us.

We will never forget.

Address

800 E Washington Street , Ste A
Greenville, SC
29601

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18642720818

Website

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