Why ClearVista Advisors

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:

Through additional training and focus our team has expertise in these niches: Retirees, Women in Transition, Executives & Professionals, and 401(k) & 403(b) Retirement Plans. With over 20 years of combined experience in the financial services industry. We have weathered the good times and the bad and have experience to navigate both in the future in order to optimize your investment strategy, fine-tune your financial plan and help minimize taxes. 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®).

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