Our Story
After almost 20 years in the financial services industry, our Founder, Melissa Stewart, knew there was a better way to serve clients. A process in which clients can have a clear perspective on their financial future and ways to optimize their financial situation. In 2021, ClearVista Advisors was born with a desire to help others achieve their financial goals and have security knowing they have a team of professionals helping to optimize their investment strategy and financial plan.
Not only are we passionate about helping our clients, but we are passionate about helping the community as a whole. As a local company, we look to give back to the community with our time, treasure and talents through volunteering and giving.
