About Us

We have only one goal – that of managing and growing our clients’ wealth.

Our aim is to help you manage your assets so they have a positive impact on your life and the lives of your family, now and in the future. We adhere to the principles of listening before speaking and understanding your lives and goals before advising.

Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our combination of client education and service distinguishes our firm in the financial services community. This is the Clearview Advantage.

Our strength lies in our approach and our knowledgeable advisors and staff.

Clearview Process

A Dedicated Team Working For You

Clearview Wealth Partners is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity, and wealth transfer strategies. We provide clients with fee-based retirement, estate, and business succession planning, as well as related estate tax, investment, and insurance strategies.

Our name and reputation have been built on servicing each client as if they were our only client. The personal attention we provide is one of the primary reasons many of our clients become partners for life.

We believe in the Lincoln Financial Advisors philosophy of Service: First, Last, and AlwaysSM. We believe long-term relationships are more important than short-term gains and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust — these are the qualities of our “Serve First” philosophy. And these are the commitments we make to each of our clients.

If this is the kind of partnership that makes sense to you, allow us to discuss the benefit of our work with you personally. We are confident you’ll be glad you did.

Clearview Wealth Partners and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.