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

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

Clearview Financial Planning, Inc. is a solo independent advisory firm that manages roughly $38 million for about 15 clients. It provides ongoing portfolio management and financial planning services, preparing individualized Investment Policy Statements and offering both discretionary and non‑discretionary portfolio management across equities, ETFs, fixed income, real estate funds, commodities and select non‑U.S. securities. The firm tailors portfolios through an initial interview and written IPS, may use model allocations, and typically reviews accounts quarterly with reporting delivered by the custodian; financial planning engagements are generally delivered as a one‑time plan. Its investment process blends multiple analysis methods — charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis — and employs both long‑term trading and short‑sale strategies, which carry additional market risk. Noteworthy distinctions include its explicit service to corporate/business clients and charitable organizations in addition to individuals and high‑net‑worth clients, a client mix that is uncommon among similar independent solo advisers. The firm manages client assets in‑house rather than selecting third‑party managers and requires use of Schwab Institutional custody, disclosing access to Schwab institutional research and related soft‑dollar benefits that can influence research and execution practices.

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