Clearview Financial Partners

Jeffrey Factor is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at LPL Financial, Borislow, Factor & Kaufmann, and Wharton Advisory Group. He is also involved with McCarthy and Co, a tax preparation and accounting firm. Clearview Financial Partners is a team of five advisors managing approximately $850 million in assets for individuals, high-net-worth clients, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing an open-architecture investment approach with tailored asset allocation and access to multiple custodians and third-party managers.

Andrew Factor is a financial advisor with Clearview Financial Partners, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Clearview since 2018 and previously at LPL Financial and The Wharton Advisory Group. Outside of his advisory role, he has been involved in insurance sales through a separate business activity. Clearview Financial Partners is a team of five advisors managing approximately $850 million in assets for individuals, high-net-worth clients, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture investment approach with tailored asset allocation and regular portfolio reviews.

Steven Montgomery is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 designation and 23 years of industry experience. He has worked at Clearview since 2018 and previously spent seven years with The Wharton Advisory Group and over two decades with LPL Financial. Clearview Financial Partners is a team of five advisors managing approximately $850 million in assets for individuals, high-net-worth clients, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through an open-architecture platform with tailored asset allocation and annual reviews.

Winfield Young is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 66 credential and bringing 26 years of industry experience. He has worked at Clearview Financial Partners since 2018 and previously spent eight years with The Wharton Advisory Group. Clearview Financial Partners is a team of five advisors managing approximately $850 million in assets for individuals, high-net-worth clients, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party money managers, using an open-architecture investment approach with tailored asset allocation and periodic rebalancing.

David Fitzgerald is a financial advisor with Clearview Financial Partners in Radnor, PA, holding a Series 63 designation and 36 years of industry experience. He has worked at Clearview Financial Partners since 2017 and previously at LPL Financial and The Wharton Advisory Group. In addition to his advisory role, he sells fixed and term insurance to clients. Clearview Financial Partners is a team of five advisors managing approximately $850 million in assets for individuals, high-net-worth clients, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing an open-architecture investment approach with tailored asset allocation and access to third-party money managers.

Ian Higgins is a financial advisor at Clearview Financial Partners with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at SEI Investments and The Vanguard Group. Clearview Financial Partners is a team of five advisors managing approximately $850 million in assets for individuals, high-net-worth clients, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting using an open-architecture approach with tailored asset allocation and periodic reviews.