CLEARVIEW FINANCIAL, INC.

Overview

Clearview Financial, Inc. is an independent registered investment adviser serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates as a corporation with an owner-type listed as individual and combines fee structures that include a percentage of AUM and fixed fees. Its advisory work is paired with accounting capabilities, which suggests clients receive integrated tax and bookkeeping support alongside investment advice. Investment activity centers on pooled public funds—mutual funds and likely ETFs—rather than a heavy slate of separately managed single-stock portfolios. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator; instead it appears focused on managing discretionary portfolios for a compact, high-net-worth client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices