Skip to content

Clearview Wealth ManagementFinancial advisor in Centerville, OH

Clearview Wealth Management is a financial advisor at 6768 Loop Rd, Centerville, OH 45459, ranked #18 of 147 financial advisors in Centerville and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Centerville, OHUpdated 0 paid placements in any rankingHow we rank

Call (937) 312-9750Website ↗

Key facts

Key facts about Clearview Wealth Management
Address6768 Loop Rd, Centerville, OH 45459Get directions
Phone(937) 312-9750
Websiteclearviewwealth.net
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Centerville and 11 towns within 25 miles: Kettering, West Carrollton City, Beavercreek, Miamisburg, Springboro, Dayton, Riverside, Franklin, Xenia, Shiloh and Trotwood.

Based in Centerville, OHView on map

Opening hours

Opening hours for Clearview Wealth Management
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Clearview Wealth Management

How is Clearview Wealth Management ranked in Centerville?

Clearview Wealth Management is ranked #18 of 147 financial advisors in Centerville by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Clearview Wealth Management’s hours?

Clearview Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Clearview Wealth Management serve?

Serves Centerville and 11 towns within 25 miles: Kettering, West Carrollton City, Beavercreek, Miamisburg, Springboro, Dayton, Riverside, Franklin, Xenia, Shiloh and Trotwood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Clearview Wealth Management?

Clearview Wealth Management has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Clearview Wealth Management?

Call Clearview Wealth Management on (937) 312-9750. The business is at 6768 Loop Rd, Centerville, OH 45459. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Clearview Wealth Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Clearview Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Clearview Wealth Management (this business)—675.0 (5)NoNo
First Command Financial Advisor - Jason Jukes, MBA#16675.0 (22)NoNo9.5 mi
Elizabeth Braun: Primerica - Financial Services#17674.4 (7)YesNo2.9 mi
Gallagher Pool Wealth Management#19675.0 (5)NoNo0.7 mi

See all 147 ranked financial advisors in Centerville