A complete list of active advisors currently associated with Clearview Financial

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

ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates and trusts with discretionary portfolio management, financial planning and a packaged retirement-plan consulting service. The firm provides tailored investment management governed by a written Investment Policy Statement and typically includes financial planning at no additional charge for managed clients. The two-partner firm blends technical and fundamental analysis to construct IPS-driven portfolios and uses a mix of individual stocks, exchange-traded products, bonds and derivative instruments when appropriate. ClearView frames risk in absolute terms—emphasizing principal loss and behavioral risks—and may materially adjust cash allocations; it also maintains an explicit practice to reduce market exposure if the advisory relationship terminates. Among its distinguishing features are a pronounced emphasis on market technicals alongside fundamental inputs, a formal “401k CEO” retirement consulting offering for employer plans, and a recent change in client intake standards that narrows new-client eligibility. The firm operates with institutional custody relationships, adheres to a written Code of Ethics and does not routinely vote client proxies.

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