facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

ClearVista Financial 

Helping you Spend Life Well through aligning your wealth & values.

Align Your Wealth & Values Today

We are a team of advisors who assist our clients in retirement planning based on biblical, financial principles. With God’s Word as our guideline, we help clients see a clear picture of how to wisely invest in today and save for tomorrow.

Our primary goal is to build a trusted, long-term relationship with you. We can show you who we are, what we value, and how we can help you with your investments, financial planning, and insurance needs.

A financial planning specialist serving a client in Waco, TX.

A Passion for Stewardship

We assist clients in retirement planning based on biblical financial principles. Our clients receive a comprehensive overview of their financial portfolio and we teach them how to achieve their financial goals and spend life well. It is our mission to teach principles that improve stewardship and investment.

See How

A financial advisor monitoring client investments in Waco, TX.

A Passion for Financial Literacy

You’ll find us committed to financial education with the heart of a teacher. Biblically-wise advisement is our primary focus. Our unyielding commitment is to teach the principles we use to steward finances. We believe our clients deserve to understand how our products can serve their lifestyles and goals.

Learn More

Financial Services We Offer

Your financial journey is not "one size fits all" and your needs will change throughout the seasons of life you may find yourself in. ClearVista Financial's team of financial professionals offers a wide variety of financial services to help meet your unique financial situation and needs. The services listed below are a small selection of the services offered by the team at ClearVista:

Are we the right fit?  Let's find out.

We offer a no-obligation phone conversation with one of our financial professionals. During this phone call, we will get to know you, learn about your financial goals, and see if we're a good match.

Upcoming Events

Loading Posts...

See More

Check the background of this firm/advisor on FINRA’s BrokerCheck.