Clearview Wealth Advisors

Clearview Wealth Advisors

Clearview Wealth Advisors was established in 2019 as a Salem, Oregon-based registered investment advisor. The firm provides wealth management services to individuals, households, corporations, and other entities, with a practice spanning investment advisory, business management, and estate planning. Its founding coincided with a period of consolidation among Pacific Northwest RIAs, positioning it as an independent alternative in Oregon's mid-Willamette Valley. The firm's investment approach integrates portfolio management with broader financial planning disciplines. Clearview advises across traditional asset classes including equities, fixed income, and cash management, with allocations tailored to individual client circumstances rather than a centralized model portfolio. Its service model emphasizes the coordination of investment strategy with estate planning and business advisory — a structure common among small-market RIAs serving closely-held business owners and multi-generational families. Clearview operates from a single office in Salem, with no disclosed satellites or affiliate offices. The firm has not publicly disclosed assets under management, team headcount, or named principals, which is consistent with a sub-scale RIA operating below the $100 million AUM threshold that typically triggers broader regulatory disclosure. Small-market RIAs of this profile frequently manage between $20 million and $90 million in client assets, but no source confirms a specific figure. Structurally, Clearview occupies a niche typical of Oregon's localized advisory market: a fiduciary RIA serving a concentrated geographic client base without the multi-office infrastructure or institutional product shelf that characterizes national aggregators. Its independence from bank-owned or private-equity-backed platforms remains its primary architectural distinction — though the absence of publicly available Form ADV data limits further structural characterization.