A complete list of active advisors currently associated with Clearview Financial, Inc.

Warmer can help you find a great advisor at Clearview Financial, Inc. or one who fits your needs even better.

Clearview Financial serves individual and high-net-worth clients, providing discretionary portfolio management and related investment supervisory services, and it also offers non-discretionary advice for employer‑sponsored retirement plans. As of the most recent reporting period the firm manages roughly $101 million for about 44 client relationships and maintains a small advisory team of two advisors. The firm constructs a written Investment Policy Statement for each client and relies primarily on fundamental analysis, employing mutual funds, equities, bonds, ETFs, REITs and both long‑ and short‑term trading as appropriate, with regular portfolio monitoring and at‑least‑quarterly reviews. Clearview also offers standalone, non‑discretionary financial planning engagements separate from its asset management services; those planning engagements are billed as a retainer and are implemented by clients rather than executed directly by the adviser. What is distinctive about Clearview is that a principal operates an affiliated accounting practice and is a certified public accountant who devotes a portion of their time to that practice; the brochure discloses this relationship and states clients are under no obligation to use the firm’s tax or accounting services. The firm also requires clients to use its recommended custodian and has formalized a retainer‑based, standalone planning offering processed through a third‑party payments platform, both features that differ from many peers.

To learn more about the advisors currently working at Clearview Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Clearview Financial, Inc.'s office locations.