Success Lies in the Journey

independent financial services

Mountain View Wealth Management is an independent financial services firm founded in 2015. Originally a tax and accounting practice, Mountain View Wealth Management was formed with the goal of providing tax-savvy financial advice and investment planning solutions tailored to fit the unique interests of each client.

Our core values of integrity, loyalty, and independence guide every interaction with clients. We are committed to professionalism and objectivity in our customer service and planning process. Our independence permits us to provide the highest level of integrity in our advising process. We have no corporate interests or sales quotas to consider. We are loyal to only you.

Check the background of investment professionals on FINRA’s BrokerCheck.

There’s no mountain too high, we’re always by your side.

Meet Mike

Michael DiChristofaro | CPA, PFS™, ChFC^®

Mike’s business background and Certified Public Accountant (CPA) certification give him a distinct advantage when discussing financial plans, retirement contributions/distributions, investment options and estate plans. He has been a self-employed, practicing CPA for more than 20 years, and his experience as a business owner allows him to share his insight with entrepreneurial clients. Mike enjoys building lasting relationships with his clients and considers many of them to be friends. It is the longevity of these relationships that is the measure of Mountain View’s success.

Mike has a Bachelor of Science degree in business administration with a focus on accounting. He specializes in pre-retirement and retirement income planning. Mike is a member of Rotary International.

Independence. Free to navigate your way.

Our Broker-Dealer

Cambridge Investment Research, Inc.

Mike is a self-employed independent financial advisor. Mike has chosen to work with Cambridge Investment Research, Inc. because they allow him the flexibility to choose which products and services are best tailored to meet the needs of his clients. There are no corporate interests or sales quotas to meet, allowing him to prioritize the best interests of his clients above all else.

Cambridge Investment Research, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is a national corporation with a registered investment advisor and an industry-leading independent broker-dealer.

Known as The Fee Experts^®¹, Cambridge provides a broad range of choices regarding financial solutions and we choose the customizable experience that best meets the needs of our clients. Cambridge continues to support traditional commission options while significantly expanding their flexibility and footprint within the advisory segment as they focus their innovation efforts on fees.

Remaining independent and privately controlled has long been part of Cambridge’s plan.

Learn More About Cambridge

¹The Fee Experts^® is a registered trademark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.

There’s always another level up. Plan your next climb.

Our Services

Financial Planning

Whether you are looking for help with cash flow or debt management, or need guidance deciding whether to rent or buy your first home, we are here for all of your planning needs.

Investment Planning

Most paths to financial security require making a plan and seeing it though. After determining your investment objectives, risk profile, and time horizon, we offer a wide variety of investment solutions to help you save and invest for the long haul.

Retirement Planning

What are your dreams for life during retirement? We offer targeted planning solutions, including tax deferral, to meet your savings challenges during your working years. We calculate cash flow, develop distribution projections, and look for strategies that create a stable income designed to last a lifetime

Tax Planning

Instead of waiting until the end of the year to assess your tax situation, we take a proactive approach intended to not only reduce your tax implications, but also maximize your long-term stability and success.

Insurance & Risk Planning

Unexpected events are just that, unexpected. We help you find quality, affordable life, disability, and long-term care insurance to protect you and your loved ones from the unforeseen.

Get Started Today!

Mountain View Wealth Management

200 Radcliffe Street 2^nd Floor

Bristol, Pennsylvania 19007

215-781-9840

mike@mountainviewwm.com

200 Radcliffe Street 2^nd Floor, Bristol, Pennsylvania 19007 | 215-781-9840 | mike@mountainviewwm.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Mountain View Wealth Management and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of FL, GA, MD, MA, NC, NJ, PA, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Mountainview Wealth Management