Four-Step Advisory Process

Every action we take is based on our data-driven, 4-step process.

Understand

You are unique. First step is to understand your financial needs & goals.

Design

We create a custom financial strategy specific to your objectives.

Implement

We do the heavy lifting to make implementation easy & seamless for you.

Manage

 The process never stops. We will continually meet & adjust your financial plan and investment strategy as needed.

Why Clearvista Advisors?

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 Us

We 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.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
Learn More
Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More
Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
Learn More

Click here for Dynamic's Client Relationship Summary  (Client Relationship Summary) and here for Dynamic's ADV Form Brochure

For additional information click here.

Questions? Comments?

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