Skip to content

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 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
Read More

Clearview Portfolio Consulting 2025 Market Recap

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
Read More

Clearview Portfolio Consulting November 2025 Recap

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
Read More