A complete list of active advisors currently associated with Clearview Financial Strategies LLC

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

Clearview Financial Strategies provides discretionary asset management, advice on qualified retirement plan accounts, and hourly financial planning to individual clients. The firm reports about $13 million in discretionary assets across roughly 39 client households and typically requires a $500,000 household minimum, which may be lowered or waived in certain cases. Investment programs are customized to each client's goals, time horizon, and risk tolerance, with the adviser generally authorized to implement and monitor asset allocation, investment selection and portfolio rebalancing. Methods of analysis disclosed include fundamental, technical, charting and cyclical approaches, and financial plans address cash flow, tax reduction, risk management and estate considerations. A distinctive feature is that the firm’s owner also operates as an independent licensed insurance agent and offers commissionable insurance products (the brochure discloses this activity consumes about 5% of the owner’s time and generates under 15% of firm revenue), a relationship the firm identifies as a potential conflict of interest and describes steps to mitigate. Other noteworthy details include that the firm began as an insurance practice before adding advisory services, it does not vote client proxies, and it treats cash as an asset class included in assets under management.

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