Broker Check

Dream Big

You have hopes, goals and dreams. Share with us your vision of what a successful retirement looks like.

Plan Wisely

Our advisors use a unique, faith-based approach in financial advisement. We'll ensure that you are equipped.

Steward Well 

Our job is to help guide your financial future. Congratulations on choosing to steward your resources well. 

Who We Are

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 clients receive invaluable analysis and consulting from a team of certified Christian professionals, whose counsel is centered in stewardship.

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

How We Work

At ClearVista, we provide clients a comprehensive overview of your financial portfolio and teach you how to achieve your financial goals and spend life well. We build relationships. We are here to walk alongside you as you plan for your future.

Our honest, efficient and sound approach will equip you with advice you can bank on. You’ll find that our advisors use a unique, faith-based approach in financial advisement. We are consistently kind, competent and caring.  With unflagging integrity, we assess your financial needs and base our recommendations on biblical principles that will enable you to spend life well. It’s not a sprint; it’s a marathon, and we are here to run beside you.

We Offer a Free Introductory Consultation

In our introductory phone conversation, we'll start to get to know you and your vision for retirement. 

Schedule a Consultation

Our Mission

We know what it means to live as followers of Jesus Christ. As you seek to steward your resources with biblical wisdom, you want advisors who share those values.

Learn more

Our Team

Founded over ten years ago by Mark Trice, ClearVista Financial has proven itself as a cornerstone in the market for sound, God-honoring financial advisement. 

Learn more

Our Services

We offer a wide arrange of services and products to assist with college savings, life insurance, long-term care, estate strategy and retirement planning. 

Learn more

“I am a strong believer in stewardship. And I am passionate about helping people find balance in their lives—especially their financial lives. Offering accessible and understandable financial planning, allows me to encourage clients to share their gifts and talents to sustain and improve our communities.” 

Mark Trice, Founder

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!