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Clear View Wealth Advisors, LLC

For Smarter Money Moves and Better Bottom Lines

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True Fee-Only Financial Planning & Investing

"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, AEP®, NAPFA Registered Financial Advisor

Who We Are Who We Serve Why We're Different

You May Ask…

Will I run out of money in retirement?
How do I pay for college and not go broke?
How do I lower my tax bill when I sell my business or real estate?
Am I on track? Can I do more to be better prepared?

We Provide…

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Comprehensive or Limited-Scope

We can prepare a plan that addresses all areas of your finances or just answers the key questions on your mind. We offer help with basic cash-flow or credit issues to more involved estate and tax problems.
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On-Going Support

We offer answers and help in implementing your personal plan. And we’re available to keep you on-track with periodic reviews to update your plan whether or not we directly manage your investments.
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Low-Cost, Index-Based Investing

We build and manage globally diversified portfolios that are personalized to your needs and Risk Number based on index funds at a total cost that is far below the average mutual fund expense ratio.
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Flexible Options

We offer a range of planning options. And we don’t require that you move your money to have us manage it. You can choose from an hourly rate, fixed-fee or asset-based rate. We offer installment billing and accept credit cards.
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Rated Advisor Team

Our team consists of a network of insurance, tax and financial planning professionals including highly-rated advisors who have earned CFP®, CRPC® and AEP® professional designations.
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Fee-Only & Fiduciary

We don’t sell any financial or insurance products. We are only paid by our clients. We are not affiliated with or selling anything on behalf of anyone. We only work for you and always put your interest first.

Financial Planning Services for Individuals

Financial Planning Services for Businesses

Member Of…

Human Finance Project

Newsletter Roundup: Choose Your Own News …

Plan Well. Invest Smart. Live Better.

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