Strategic Financial Solutions

Maximize Your Wealth with Expert Financial Advisory

At Clearview Capital Advisors, we provide comprehensive financial planning, investment management, and wealth preservation strategies tailored to help you achieve your financial goals and secure your future.

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$2B+ Assets Under Management
95% Client Retention Rate
24/7 Portfolio Monitoring
SEC Registered
Expert Advisors
High Performance
Award Winning

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Building Wealth and Securing Futures Since 2015

We are a dedicated team of financial professionals committed to delivering personalized investment strategies and comprehensive wealth management solutions for discerning clients across the nation.

Our journey began with a clear mission: to bridge the gap between complex financial markets and individual wealth-building goals. Today, we've grown into a trusted partner for high net worth individuals and families seeking to optimize their financial position and preserve generational wealth.

Through disciplined investment management and strategic financial planning, we've helped hundreds of clients achieve their financial objectives while building lasting relationships founded on trust, transparency, and exceptional results.

10+
Years Experience
350+
Satisfied Clients
15
Financial Advisors
Our Services Meet Our Advisors
About Clearview Capital Advisors
Excellence Award
Financial Planning 2023

How We Work

Our proven four-step process ensures personalized financial strategies that align with your unique goals

Step 1

We begin with a comprehensive analysis of your current financial situation, goals, risk tolerance, and investment timeline to understand your unique needs.

Step 2

Strategic Planning

Our experts develop a customized financial plan and investment strategy tailored to your specific objectives, incorporating tax optimization and risk management.

Step 3

Implementation

We execute your personalized financial strategy, establishing investment accounts, implementing tax strategies, and coordinating with your other professional advisors.

Step 4

Monitoring & Support

We provide ongoing portfolio management, regular reviews, and strategic adjustments to ensure your financial plan remains on track as markets and your life evolve.

Dedicated Financial Advisory

At Clearview Capital Advisors, each client receives personalized attention from a dedicated financial advisor who understands your unique circumstances and goals.

Our client-centric approach ensures that every financial decision is made with your best interests in mind, backed by decades of combined experience.

  • One-on-one advisor relationships
  • Regular portfolio reviews and updates
  • Direct access to your advisory team
  • Customized financial strategies

Holistic Wealth Management

Our comprehensive approach addresses every aspect of your financial life, from investment management to retirement planning and estate preservation.

We coordinate all elements of your financial plan to ensure optimal outcomes and seamless execution across all areas of wealth management.

  • Investment portfolio optimization
  • Retirement and pension planning
  • Insurance and risk assessment
  • Tax planning and optimization

Advanced Risk Management

Protecting your wealth is as important as growing it. Our sophisticated risk management strategies safeguard your assets against market volatility and unforeseen circumstances.

We employ advanced portfolio diversification and hedging strategies to minimize risk while maintaining growth potential across all market conditions.

  • Diversified asset allocation strategies
  • Downside protection mechanisms
  • Insurance and liability planning
  • Alternative investment options

Strategic Tax Optimization

Maximize your after-tax returns through sophisticated tax planning strategies that align with your investment objectives and overall financial plan.

Our tax-efficient investment strategies and planning techniques help you keep more of what you earn while building long-term wealth.

  • Tax-loss harvesting strategies
  • Asset location optimization
  • Retirement account management
  • Municipal bond strategies

Estate Planning Excellence

Ensure your legacy with comprehensive estate planning strategies that minimize taxes and maximize the wealth transferred to your beneficiaries.

Our estate planning expertise helps you create a lasting legacy while providing for your family's financial security across generations.

  • Trust and estate structuring
  • Generation-skipping strategies
  • Charitable giving planning
  • Business succession planning

Services

COMPREHENSIVE FINANCIAL SOLUTIONS

Investment Management

Professional portfolio management with diversified investment strategies tailored to your risk tolerance and financial objectives, backed by institutional-grade research and analysis.

Most Popular Custom Fee Structure

Financial Planning

Comprehensive financial planning services including retirement planning, education funding, cash flow analysis, and goal-based financial strategies.

Consultation Available

Wealth Preservation

Advanced estate planning, tax optimization strategies, and asset protection services to preserve and transfer wealth efficiently.

Retirement Planning

Strategic retirement planning including 401(k) optimization, IRA management, pension analysis, and Social Security maximization strategies.

Executive Services

Specialized financial services for executives including stock option planning, deferred compensation strategies, and executive benefit optimization.

$2B+
Assets Under Management
95%
Client Retention Rate
24/7
Portfolio Monitoring
10+
Years Experience

Frequently Asked Questions

Common questions about our financial advisory services and investment management approach

What is the minimum investment required to work with Clearview Capital Advisors?

Our minimum investment requirement is $500,000 for comprehensive wealth management services. This threshold allows us to provide the personalized attention and sophisticated strategies that our clients expect and deserve.

How do you charge for your investment management services?

We operate on a fee-only basis with transparent asset-based management fees that range from 0.75% to 1.25% annually, depending on account size and service level. There are no hidden fees, commissions, or transaction charges.

What investment philosophy does Clearview Capital Advisors follow?

We believe in a disciplined, diversified approach to investing that focuses on long-term wealth building. Our strategies emphasize risk management, tax efficiency, and asset allocation tailored to each client's unique goals and risk tolerance.

How often will I receive updates on my portfolio performance?

Clients receive comprehensive quarterly reports detailing portfolio performance, asset allocation, and market commentary. Additionally, you have 24/7 online access to your accounts and can schedule reviews with your advisor at any time.

Do you provide tax planning and preparation services?

While we don't prepare tax returns, we provide comprehensive tax planning strategies and work closely with your CPA or tax professional to optimize your overall tax situation through strategic investment decisions and planning.

Exclusive Opportunity

Take Control of Your Financial Future Today

Join hundreds of successful investors who trust Clearview Capital Advisors to manage and grow their wealth. Our proven strategies and personalized approach can help you achieve your financial goals.

Quick Onboarding

Get started with professional portfolio management in just a few days.

SEC Registered

Fully licensed and regulated investment advisory firm you can trust.

Fiduciary Standard
Financial Planning Illustration
4.9 Rating
350+ Clients

Clearview Capital Advisors has transformed our family's financial future. Their personalized approach and expertise in tax optimization has saved us thousands while growing our wealth substantially.

Robert Johnson

Business Owner

The level of service and attention to detail is exceptional. My advisor truly understands my goals and has created a strategy that gives me confidence in my retirement planning.

Sarah Wilson

Healthcare Executive

After working with several advisors, I finally found a firm that puts my interests first. Their fiduciary approach and transparent fee structure make all the difference.

Jennifer Davis

Attorney

The estate planning expertise provided by Clearview has been invaluable for our family. They helped us structure our assets efficiently and minimize tax implications for our heirs.

Michael Brown

Real Estate Developer

Professional, knowledgeable, and always available when I need them. Clearview Capital Advisors has exceeded my expectations in every aspect of wealth management.

David Miller

Technology Executive

Our Advisory Team

Meet our experienced financial professionals dedicated to your success

Marcus Wilson

Chief Investment Officer

Over 15 years of experience in portfolio management and investment strategy with expertise in alternative investments and risk management.

Sophia Reynolds

Senior Financial Planner

Certified Financial Planner with specialized expertise in retirement planning, estate planning, and tax optimization strategies for high net worth clients.

Daniel Chen

Wealth Management Advisor

Chartered Financial Analyst with deep expertise in fixed income strategies, asset allocation, and comprehensive wealth management for affluent families.

Olivia Thompson

Portfolio Manager

Experienced portfolio manager specializing in equity research, quantitative analysis, and ESG investing with a focus on long-term value creation.

Jason Parker

Financial Advisor

Dedicated financial advisor with expertise in retirement planning, insurance strategies, and personalized financial planning for individual investors.