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 is an SEC‑registered investment adviser that primarily serves individuals (including high‑net‑worth clients), trusts, estates, and retirement plan sponsors; the firm reports about $178.5 million in discretionary assets under management across roughly 339 client relationships and a three‑advisor team. Its brochure describes core services including financial planning, portfolio management and oversight, retirement plan consulting, and—recently—tax preparation services made available exclusively to existing clients. Advisors at the firm tailor strategies on a client‑by‑client basis and typically manage accounts on a discretionary basis, using analytic tools such as Monte Carlo modeling, modern portfolio theory, drift‑triggered rebalancing, and a mix of quantitative and qualitative analysis. Clearview deploys a broad set of investment vehicles (stocks, bonds, mutual funds, ETFs, UITs, annuities, REITs, and alternative investments) and may incorporate third‑party managers within diversified allocations. What is noteworthy relative to many peers is that associated persons are licensed insurance agents and the firm discloses continuing sales of other financial products (for example annuity products); the brochure states insurance commissions are a small and shrinking portion of advisor income and describes disclosure and referral practices intended to mitigate conflicts of interest. The firm also highlights operational choices—such as its custodial relationship through institutional platforms (transition from TD Ameritrade to Schwab Institutional) and limiting new tax‑preparation work to existing clients—that affect how certain services are delivered.

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.