Pre-Retirees & Retirees

Retirement comes with many questions and opportunities to maximize your financial situation.

Learn More

Retirement Plan Consulting

3(21) & 3(38) Fiduciary Consulting Services for Employers

Learn More

Executives & Professionals

Optimize your investment strategy and create tax efficiencies through our planning process.

Learn More

Women in Transition

We specialize in working with widows and divorcees as you enter a new chapter in life.

Learn More

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?

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.

Learn more

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 PLANNER^TM (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.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Learn More

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Learn More

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Learn More

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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?

Name

Email

Address

Phone

Question

Thank you!

Oops!