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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.

Investment Audits

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

Estate Planning

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

Our team is here for you.

Christopher J. Lyman, CFP® ChFC®

Certified Financial Planner

Isidore Ogoussan, CFP® ChFC®

Certified Financial Planner

Clearview Portfolio Consulting March 2026 Market Recap

Clearview Portfolio Consulting March Market Recap Key Points:• Markets across the globe sold off as the war in Iran caused oil prices to climb.• S&P500 dropped 5% in March, but
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Clearview Portfolio Consulting February 2026 Market Recap

Clearview Portfolio Consulting February Market Recap Key Points: • Volatility increased in February from unrest in the Middle East and worries in the private credit markets.• Value stocks held up
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Clearview Portfolio Consulting January 2026 Market Recap

Clearview Portfolio Consulting January Market Recap Key Points: • Stocks moved higher in January, but volatility increased during the month.• The rotation away from large growth stocks saw renewed interest
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