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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 July 2026 Market Recap

Key Points: July was a volatile month for stocks with mixed returns across the major market indices. The Dow Jones Industrial Average rose 0.4%, the S&P 500 edged slightly lower,
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Clearview Portfolio Consulting June 2026 Market Recap

Clearview Portfolio Consulting June Market Recap Key Points:• The US economy expanded in the first half of the year with AI capital spending driving economic growth.• Stocks across the globe
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Clearview Portfolio Consulting May 2026 Market Recap

Clearview Portfolio Consulting May Market Recap Key Points:• Stocks posted a second consecutive month of strong returns driven by strong earnings growth.• Major equity indices in the US hit all-time
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