Clearview Wealth Management is a Charlotte, North Carolina-based, fee-only financial planning and investment management firm. As a fiduciary, the firm prioritizes clients’ best interests, offering personalized services in investment management, comprehensive financial planning, and trust management.

All advisors are Certified Financial Planner™ professionals with advanced degrees, and the team has over two decades of collaborative experience. Clearview is committed to building long-term client relationships, with a significant portion of clients maintaining partnerships for over a decade.