A complete list of active advisors currently associated with Clearview Financial Partners

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

Clearview Financial Partners is a fee-based registered investment adviser serving individual and high-net-worth clients, as well as small businesses and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, and it manages roughly $1.06 billion for about 627 client relationships with a six-advisor team. The firm operates on an open-architecture model, combining direct security selection with access to third-party portfolio managers and program sponsors; accounts are reviewed and rebalanced regularly and clients can use an eMoney client portal for consolidated planning. Clearview uses custodial relationships with LPL Financial and Charles Schwab, employs automated cash sweep procedures, and discloses the limited use of AI tools for research and operational tasks with human oversight. Compared with peers, Clearview is notable for sponsoring and acting as the portfolio manager of a wrap-fee program — a feature relatively uncommon among similar team firms — and for having advisors who maintain affiliations with other registered investment advisers and with a broker/dealer (LPL) while also holding insurance licenses. These cross-affiliations and the firm’s wrap-program sponsorship create additional conflicts that the brochure identifies and says are managed through disclosure, fiduciary duties, and supervisory controls.

To learn more about the advisors currently working at Clearview Financial Partners, 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.