ClearView Investment Partners, LLC.

ClearView Investment Partners, LLC. ClearView Investment Partners provides wealth management services to small and medium businesses and private clients.

Founder, Robert Sorge understands how complex and overwhelming the world of investing can be. That’s why ClearView will take a complete look at your financial picture, including both existing obligations and future goals, and develop plans that are appropriate for you or your plan. Robert believes financial confidence can come from having a sound, lifetime financial plan built as a result of a col

laborative effort between a client and an advisor. ClearView Investment Partners is a full-service consulting firm located in Florham Park, NJ. Through the firm's alignment with LPL Financial, the nation’s largest independent broker/dealer in the nation*, the financial professionals have access to an expansive catalog of services and resources, including objective market research, compliance oversight, innovative technology and ongoing consulting and training.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC, http://www.finra.org and http://www.sipc.org. Investment advice offered through Private Advisor Group a registered investment advisor. Private Advisor Group and ClearView Investment Partners, LLC are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit http://www.clearviewinvestmentpartners.com.

06/02/2026

A simple lesson about time and discipline.

One hidden challenge in retirement is the fear of regret. Spend too much now and you worry about tomorrow. Spend too lit...
05/26/2026

One hidden challenge in retirement is the fear of regret. Spend too much now and you worry about tomorrow. Spend too little and you miss today. A different framework can help ease that tension. I share a three chapter view of retirement in my latest note. Read the newsletter.

New research challenges old ideas of retirement.

Many people assume retirement will feel the same year after year. In reality, it transitions from movement to rhythm to ...
05/19/2026

Many people assume retirement will feel the same year after year. In reality, it transitions from movement to rhythm to stability. These stages affect how resources are used. Is your financial plan prepared for each transition? Explore the answers in our newest newsletter.

What is the point of retirement?

It is possible to be financially careful and still miss out on life. Retirement should balance stability with enjoyment....
05/12/2026

It is possible to be financially careful and still miss out on life. Retirement should balance stability with enjoyment. Are you making room for both in your plan? Learn more and take a look.

Data shows retirement rarely follows a steady path.

Retirement is dynamic. It often unfolds in three phases with different financial patterns. Ignoring those differences ca...
05/05/2026

Retirement is dynamic. It often unfolds in three phases with different financial patterns. Ignoring those differences can limit your options later. Are you prepared for the full timeline? Read our latest newsletter to learn more.

Retirement is for living, not just saving.

04/28/2026

Focus on what's important without clutter. Here's how.

04/21/2026

Removing the clutter can come with many rewards

04/14/2026

Discover the benefits of decluttering your finances

04/07/2026

Get effective strategies to spring clean your finances

03/24/2026

Prep today means fewer regrets tomorrow.

Address

325 Columbia Tpke
Florham Park, NJ
07932

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19738452460

Website

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