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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 September 2024 Market Recap

October 7, 2024 /
Clearview Portfolio Consulting September Market Recap Key Points: The Federal Reserve officially started their policy rate normalization this month as it cut the Federal Funds rate 50 basis points (0.5%). 
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Clearview Portfolio Consulting June 2024 Market Recap

July 12, 2024 /
Clearview Portfolio Consulting June Market Recap Key Points: The first half of 2024 was marked by higher than expected inflation, strong corporate earnings and a reduction in the number of
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Clearview Portfolio Consulting May 2024 Market Recap

June 8, 2024 /
Clearview Portfolio Consulting May Market Recap Key Points: Stocks advanced in May with the Dow Jones Industrial Average hitting an all-time high and rose above the 40,000 mark for the
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