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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Share Your Dreams

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

Create Your Plan

Our advisors use a faith-based approach to create a plan customized for you with the long haul in mind.

Set Your Future

Stop worrying about your financial future. We'll guide you toward your goals every step of the way.

Who We Are

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 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 investment, financial planning and insurance needs.

How We Work

How We Work

At ClearVista, we provide a comprehensive overview of your financial portfolio and teach you how to work toward your financial goals. 

After we assess your financial history and needs, we'll make recommendations on sound investment and biblical principles. 

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

We offer a no obligation phone conversation. We'll learn about your financial goals and see if we're a good match.

Schedule a Consultation
Our Approach

Our Approach

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 our approach
Our Team

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. 

Meet the team
Our Services

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. 

View our services

“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

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