Pre-Retirees & Retirees
Retirement comes with many questions and opportunities to maximize your financial situation.
Executives & Professionals
Optimize your investment strategy and create tax efficiencies through our planning process.
Women in Transition
We specialize in working with widows and divorcees as you enter a new chapter in life.
Four-Step Advisory Process
Every action we take is based on our data-driven, 4-step process.

Why Clearvista Advisors?
The 3 Es: Expertise, Experience and Education. Our team has the talent to create a financial strategy specific to your needs and goals. We look to simplify the complexities and provide you with service that exceeds your expectations.
Ready to get started? We are ready to help.
Contact UsWe are fee-only Fiduciaries:
Your best interests always come first. A fiduciary not only has an obligation to make sure a recommendation is in your best interest at the time it is given to you, but they have an ongoing obligation to make sure that recommendation continues to be in your best interest. Fiduciaries look to avoid conflicts of interest and fully disclose when there may be a conflict of interest.
We are Independent:
We are not tied to any one financial institution. We have access to the limitless universe of investment products available and can custody (hold) your accounts with some of the top custodians including: Raymond James, Fidelity, TD Ameritrade or Charles Schwab.
We are Specialists:
Our team has several additional credentials which have continuing education and code of ethics requirements. Designations include: CERTIFIED FINANCIAL PLANNERTM (CFP®), Accredited Investment Fiduciary (AIF)®, and Certified Fiduciary Plan Advisor® (CFPA®).
Learning Center
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Facts About Income Tax

Social Security: The Elephant in the Room

Prevent a Rift: Money Tips for Newlyweds
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Click here for Dynamic's Client Relationship Summary (Client Relationship Summary) and here for Dynamic's ADV Form Brochure
For additional information click here.