A complete list of active advisors currently associated with Clearview Wealth Management

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

Clearview Wealth Management provides discretionary investment management and ongoing financial planning exclusively to individual clients, including high‑net‑worth households. As of December 31, 2025 the firm reported roughly $182.4 million in assets under management across 144 client relationships, with accounts custodied at Charles Schwab, Fidelity and a federal trust company. The firm builds diversified portfolios across cash, fixed income, domestic and international equities and integrates financial planning into investment decisions, using a client risk‑tolerance questionnaire and planning illustrations to validate asset allocations. It generally avoids market timing and frequent trading, offers ESG‑screened portfolios on request, and sometimes uses a separate‑account bond manager (Nuveen) for clients meeting a $250,000 threshold under a separate contractual arrangement. Compared with many peers, Clearview periodically publishes newsletters and runs educational seminars for clients and other professionals—an uncommon practice among firms in its category. The firm also maintains a shareholder interest in a trust company that provides trust administration to clients, employs dual oversight of investment decisions, and discloses it does not accept soft‑dollar incentives or use performance‑based fee arrangements.

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