Overview

We have three independent RIAs, each with over 20 years experience of being a financial advisor. We have one new financial advisor with his accounting degree and finishing his CFP designation. There are two experienced staff members, one with over 25 years experience. Clearview Wealth Advisors, LLC is a 100% fee only company. We are looking to expand throughout the Oregon I-5 corridor and to central Oregon. As an independent RIA, we have flexibility for merging, and buyout opportunities, for advisors looking to retire or slow down. We spend a great deal of time working to know and understand our clients. We do in-depth retirement and estate analysis for our clients and continue to work with them and monitor their goals and progress for the duration of the relationship. We put our clients first.

Market
RIA
Last Activity
within 2 months

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