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Experience the Difference

The capabilities of a large firm, with the personal attention of a small practice.

Retirement Planning

You’ve spent a lifetime accumulating your wealth and are enjoying retirement. We work closely with clients to assess their goals for themselves and their families.

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Investment Audits

We perform an extensive review of your current investments and provide suggestions based on your investment goals.

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Estate Planning

Helping families across generations to accumulate, preserve and distribute wealth to heirs.

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Our team is here for you.

Grant Holdren, CFP®, CLU®

President

Christopher J. Lyman, CFP® ChFC®

Certified Financial Planner

Isidore Ogoussan, CFP® ChFC®

Certified Financial Planner

Our team is here for you.

Grant Holdren, CFP®, CLU®

President

Christopher J. Lyman, CFP® ChFC®

Certified Financial Planner

Isidore Ogoussan, CFP® ChFC®

Certified Financial Planner

Recent News & Updates

Market Updates
Media Page
Financial News

Clearview Portfolio Consulting March 2024 Recap

April 11, 2024 /
Key Points: Stocks advanced again in March as investors were optimistic about corporate earnings, economic growth and interest rate cuts from the Federal Reserve.  The S&P500, Dow Jones Industrial Average
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Clearview Portfolio Consulting February 2024 Recap

March 8, 2024 /
Key Points: The US economic slowdown that never materialized in 2023 seems to be keeping inflation above the Federal Reserve’s target.  The robust economy is surviving on higher interest rates
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‘The economy is different now’: Parents pay grown-up kids’ bills with retirement savings

February 15, 2024 / / ,
Young adults face myriad economic challenges. College costs and student debt loads are rising, and house prices have soared.
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