Global View Investment Advisors

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.

What does it mean to work with a fiduciary?In the search for a financial advisor, you’ll likely encounter the term “fidu...
06/09/2026

What does it mean to work with a fiduciary?

In the search for a financial advisor, you’ll likely encounter the term “fiduciary”, someone who is legally and ethically required to act in your best interest with guidance that prioritizes your goals rather than outside incentives.

While many people assume that all financial advisors operate under this standard, that’s not always the case. And with ever-shifting economic climates and volatile markets, it's important to know how to choose a financial team that will prioritize your well-being.

Our blog breaks it all down: https://hubs.li/Q04khptB0

As the world around you evolves, it's important that your financial planning does as well.At Global View, our thorough f...
06/04/2026

As the world around you evolves, it's important that your financial planning does as well.

At Global View, our thorough financial approach prepares for ever-changing, volatile markets by stress-testing portfolios against possible global events, assessing risk exposure, and shifting asset allocations as necessary.

With decades of experience across market cycles, our team is equipped to tailor your plan according to your values and goals, despite market volatility.

Navigate the future with confidence. Contact us today: https://hubs.li/Q048FJMK0

Joey and Matt of the Global View team had a great time at the Miracle Hill Ministries Clay Shoot, supporting the Cheroke...
06/02/2026

Joey and Matt of the Global View team had a great time at the Miracle Hill Ministries Clay Shoot, supporting the Cherokee County Rescue Mission.

We always enjoy sharing experiences in community outside the office, especially when it supports a great cause!

Meet Kathleen! As Global View’s Director of Practice Management, Kathleen brings extensive experience in financial and p...
05/27/2026

Meet Kathleen!

As Global View’s Director of Practice Management, Kathleen brings extensive experience in financial and professional services, along with a strong analytical background that drives meaningful results for clients. She is committed to upholding the firm’s client-first mission, originally established by Ken Moore, Global View’s founder.

Her career spans roles at organizations such as IBM, RBC, and leading advisory firms, where she translated complex financial data into clear narratives to support informed decision-making.

Kathleen is also deeply committed to kidney cancer advocacy, serving on a peer review panel for the Department of Defense’s Congressionally Directed Medical Research Program for Kidney Cancer Research, as well as supporting KidneyCAN in efforts to advance research. Outside of the office, she enjoys spending time with her family and friends and being outdoors.

Meet the rest of the team: https://hubs.li/Q04dCl9h0

Today we remember those who made the ultimate sacrifice in service to our nation. Their courage and dedication will not ...
05/25/2026

Today we remember those who made the ultimate sacrifice in service to our nation. Their courage and dedication will not be forgotten.

We wish you a peaceful and reflective Memorial Day from the Global View team.

05/21/2026

Curious about our investment process?

Rather than export the process to third party asset managers, our investment process is done by committee, in-house. We'll always know what’s happening, and what’s not, in your portfolio, so you can make the best choices for your financial future.

Overspending is often the root of financial stress, but it’s rarely addressed directly.When assessing financial hardship...
05/20/2026

Overspending is often the root of financial stress, but it’s rarely addressed directly.

When assessing financial hardship, it’s easy to place blame on the circumstances around you, even when the underlying issue is your spending habits. Over time, the lifestyle creep of this overspending can lead to increased debt, strained relationships, and the inability to support your family in times of need.

Correcting overspending habits to build financial stability requires more than short-term fixes. It takes awareness, discipline, and a willingness to align spending with long-term priorities.

At Global View, our thoughtful approach brings stability to spending, saving, and long-term planning, so you can secure your financial future.

Read the full blog: https://hubs.li/Q04dCpb-0

05/14/2026

Do you know what separates a fee-only and fee-based advisor?

While their names may sound the same, fee-only and fee-based advisors couldn’t be more different. Learn more about how to differentiate the two, as well as why the difference matters.

As your fee-only advisor, Global View is committed to keeping your best interests at the forefront.

With spring in full swing, now is the perfect time to reassess your portfolio.From evaluating potential risks to plannin...
05/13/2026

With spring in full swing, now is the perfect time to reassess your portfolio.

From evaluating potential risks to planning for the long-term, a dedicated review of your portfolio can help ensure your strategy remains aligned with your financial goals. In an environment shaped by ongoing volatility, clear planning and thoughtful decision making are the keys to bringing stability to your financial future.

If you’re considering a review, our team is happy to meet, free of obligation.

Read the full blog: https://hubs.li/Q04dCq0r0

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

Alerts

Be the first to know and let us send you an email when Global View Investment Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category