Andrew Factor

Andrew is a Co-Founder of Clearview Financial Partners, where he advises clients on investment strategy, insurance planning, equity research, and portfolio construction aligned with their long-term objectives.

He works extensively with business owners, specializing in advanced tax planning and estate planning strategies. He has also participated in direct negotiations with a leading U.S. investment firm to secure improved pricing and enhanced access to investment solutions for his clients.

Andrew’s dedication to his clients earned him recognition on the 2018 Forbes list of “Top Next Generation Wealth Advisors.”*

He led the launch of Clearview Fund I, the firm’s inaugural private investment fund designed to provide clients access to institutional-quality private equity opportunities with negotiated economics.

Andrew was appointed to the First Eagle Investments RIA Advisory Board, a select group of 11 RIA leaders representing CIOs, CEOs, independent firms, and aggregators. In this role, he collaborates with senior leadership and portfolio managers on matters impacting the advisory channel.

Andrew lives in Lafayette Hill, PA with his wife, Hilary, and their three children. Outside of work, he enjoys playing the drums, racing cars, golf, wine, and music.

2018 – The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels, and integrity. Additional factors considered include compliance records, client retention, revenues produced for their firms, and assets managed. Portfolio performance is not a criterion due to varying client objectives and the lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.