Welcome to Clear Perspective Advisors

Based in Aurora and St. Charles, Illinois, Clear Perspective Advisors is an SEC-registered investment adviser that provides individual and institutional clients with comprehensive financial planning strategies, investment advice, asset allocation and portfolio construction recommendations. Our Founding Partners have decades of investment experience and more than ten years experience working closely together delivering results to clients. Our independence provides a Clear Perspective on all the investment options available in the marketplace.

We strive to understand our clients’ current financial circumstances, investment objectives, required income,risk tolerance, and return expectations. We then customize a plan that is tailored to meet those specific needs. Our boutique-style approach provides you with personal, well-researched access to nearly every financial service, investment strategy, and product available.

The Clear Perspective Advisors Commitment

The Firm is committed to excellence but never at the expense of its guiding principles and values in the way it treats its clients, its associates, and its vendors. We seek success, but not at the expense of our respect for the individual.

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Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
  • Map and Directions »

St Charles Location

Contact Us

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.