Who We Are
Why ClearVista
Financial Advice Guided by Biblical Wisdom
ClearVista Financial was founded on the belief that financial advice should be clear, accessible, and aligned with your values. Led by Certified Kingdom Advisor® Mark Trice, we integrate biblical principles with comprehensive financial planning to help you steward your resources wisely and support God’s calling on your life.
We proudly serve clients from five offices across Central Texas and provide virtual financial services nationwide.
What Makes Us Different
A Philosophy for Spending
Life Well
Life Well
What does it mean to Spend Life Well?
The Spend Life Well Model is our unique values-based approach to financial planning that uses proven economic principles to create strategies that are both achievable and sustainable, giving you the clarity to Spend Life Well.
Wealth is a responsibility, not just
a resource.
Through thoughtful planning and wise decision-making, we help clients steward their wealth to achieve financial stability and independence while staying true to their beliefs.
Your investments should reflect your values.
We help clients pursue financial goals through ethical investment strategies that align with Christian values and support responsible business practices.
Wise financial decisions begin
with understanding.
We equip clients with knowledge of sound financial principles and the guidance they need to make informed decisions at every
stage of life.
Generosity is an important part of faithful stewardship.
We help clients share their wealth as a reflection of their faith by developing charitable giving strategies that support the causes they care about.
Who You’ll Be Working With
The people behind ClearVista are just as important as the work we do.
Every member of our team shares a commitment to faithful service and genuine care.
What To Expect
Financial planning is a journey, not a one-time event.
Our personalized financial planning process is like a GPS. It starts with understanding where you are, where you want to go, and adjusts along the way as life changes.
Whether you’re starting to build wealth, preparing for retirement, or navigating a major life transition, our process is designed to meet you where you are and guide you with clarity every step of the way.
