William Roland is a Founding Partner and Managing Partner of Clearview Wealth Partners. For more than three decades, he has advised clients on building, preserving, and transitioning wealth. William began his career in 1988 with MetLife, later joining Lincoln Financial in 1992. In 2021, driven by a desire to deliver fully independent guidance and a broader range of solutions, he affiliated with LPL Financial. That same year, he and long-time business partner James Westermeyer established Clearview Wealth Partners.
William focuses on serving private business owners, helping them design comprehensive financial plans that integrate business succession, wealth management, and estate planning into one cohesive strategy.
He also has extensive expertise in pension and 401(k) plan design, consultation, and administration. Acting as a fiduciary, William works closely with clients to build coordinated advisory teams across investment management, legal, accounting, and insurance disciplines. He is a consistent Million Dollar Round Table (MDRT) member and has achieved Top of the Table status*—placing him among the top one-half of one percent of financial professionals worldwide. A Michigan native, William attended Western Michigan University, where he studied business, finance, and German.
*The Top of the Table level specifically honors those members who achieve the highest production and income thresholds, often ranking in the top percentile of their field.