Allied Financial Advisors – Experience the Difference

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.

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

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

Grant Holdren, CFP®, CLU®

President

Christopher J. Lyman, CFP® ChFC®

Certified Financial Planner

Isidore Ogoussan, CFP® ChFC®

Certified Financial Planner

Recent News & Updates

Clearview Portfolio Consulting 2025 Market Recap

January 12, 2026 / Market Updates

Clearview Portfolio Consulting 2025 Market Recap Key Points: • The S&P500 notched its third consecutive year of double-digit positive returns, gaining 17.9% in 2025.• International stocks were the best performers

Clearview Portfolio Consulting November 2025 Recap

December 9, 2025 / Market Updates

Key Points: • Volatility came back into the financial markets as a host of uncertainties worried investors.• Stocks were mixed for the month with the S&P500 and Dow Jones Industrial

Clearview Portfolio Consulting October 2025 Recap

November 11, 2025 / Market Updates

Clearview Portfolio Consulting October Market RecapKey Points:• The Federal Reserve cut their policy rate 25 basis points for the second consecutive month.• Stocks again pushed to all-time highs during the

Experience the Difference

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

Retirement Planning

Investment Audits

Estate Planning

Our team is here for you.