Clearview Financial Strategies LLC

Overview

Clearview Financial Strategies LLC is a small, independent registered investment adviser focused on delivering financial planning and portfolio management to individuals, families and small businesses. The firm combines advisory services with insurance brokerage, offering clients both investment oversight and access to insurance-based solutions. Fee arrangements include a percentage of assets under management and hourly consulting, which suits clients seeking ongoing portfolio oversight as well as those who want project-based planning. Investment activity is conservative by profile: holdings are heavily weighted toward cash and cash equivalents, and the firm uses mutual funds for core market exposure. Clearview also allocates to real estate through third-party managers, indicating a selective use of alternatives to add income and diversification to client portfolios. The adviser does not market itself as an active ESG investor and operates from a single-office setup under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices