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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 2024 Year End Market Recap

January 8, 2025 /
Clearview Portfolio Consulting Year End Review Key Points: 2024 began with many economists and financial analysts expecting a recession for the US economy.  The Federal Reserve hiked interest rates aggressively
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Clearview Portfolio Consulting November 2024 Market Recap

December 8, 2024 /
Key Points: After a long and drawn-out election campaign, U.S. risk assets moved higher in November following a decisive victory for republicans.  President-elect Trump will serve a second term with
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Clearview Portfolio Consulting October 2024 Market Recap

November 7, 2024 /
Clearview Portfolio Consulting October Market Recap Key Points: The US economy continued its resilience with gross domestic product (GDP) advancing 2.8% in the third quarter.  Strong consumer spending has propelled
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