Clearview Financial, Inc.

Clearview Financial serves individual and high-net-worth clients with ongoing investment supervisory and portfolio management services, including the creation of client-specific Investment Policy Statements and periodic reporting. The firm is a small advisory team managing roughly $100 million for about 44 clients and also provides non-discretionary guidance for employer-sponsored retirement plans.

The firm’s investment approach is grounded in fundamental analysis and portfolio construction aligned to documented risk tolerances and time horizons; it offers primarily discretionary management across mutual funds, ETFs, equities, bonds, REITs and other fixed‑income instruments and conducts quarterly reviews with monthly performance reporting. Clearview employs both long- and short-term trading strategies, documents client objectives in written IPSs, and uses a single recommended custodian for account execution and custody.

Distinctive features include an accounting affiliation: one of the firm’s principals operates an affiliated CPA practice and the firm discloses this relationship and the resulting conflict of interest while noting clients are not required to use those tax services. The firm also maintains a relatively high account minimum (which may be waived) and a concentrated client base, and its advisory team holds both CFP and CPA credentials—an arrangement that is less common among similarly sized supported advisory firms.