ClearVista Advisors
Melissa Jean Stewart, founder of ClearVista Advisors, helps clients maximize their net worth by optimizing their investments, creating a tailored financial plan, and implementing tax-minimization strategies.
Stewart specializes in working with pre-retirees, retirees, and consulting on retirement plans for West Michigan employers. After graduating from GRCC with an Associate's in Business, she attended Grand Valley State University and graduated with a double major in Business Management and Finance. From there, she went on to become a Certified Financial PlannerTM professional, an Accredited Investment Fiduciary®, and a Certified Plan Fiduciary Advisor®.
After 15 years working at two of the top investment management firms in Grand Rapids, Stewart founded ClearVista Advisors, a fee-only, fiduciary financial advisory firm celebrating its five-year anniversary this year. If you’re searching for an experienced Financial Advisor, or would like a second opinion on your current financial strategy, you can learn more at clearvistaadvisors.com.
Disclaimer: Melissa Jean Stewart is an Investment Advisor Representative with Dynamic Wealth Advisors dba ClearVista Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
As seen in the Spring 2026 issue of West Michigan Woman.
Photo courtesy of Arrae Photography.
