Our Firm

A Dedicated Team Working For You

ClearView Financial Advisors is a preeminent fee-based financial planning practice with prodigious experience in retirement income planning , asset management and wealth transfer strategies. We provide clients with fee-based retirement planning, estate planning strategies and business succession planning, as well as related estate tax, investment and insurance strategies.

We are a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients.

Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide sets ourselves apart from others, we strive to become partners for life with our clients.

We believe in "Lincoln's Serve First, Last and Always". 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, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.