Welcome to Clear Perspective Advisors

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Clear Perspective Advisors provides individual and institutional clients with comprehensive financial planning strategies, investment advice, asset allocation, and portfolio construction recommendations. Our Founding Partners have been working together for over a decade with one main goal: to provide our clients with an independent-minded point of view on 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 Firm is committed to excellence. Our core values guide our treatment of clients, associates, and partners. Success can only be achieved with our respect for the individual.

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What we can help you with

Retirement Planning

At Clear Perspective Advisors, our team approach provides the experience and knowledge that can assist our clients to achieve their retirement goals.

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Financial Planning

Clear Perspective Advisors works with every client to help them create a plan to reach their financial goals.

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College Planning

When planning for college, there are many different types of plans and methods available to save for college expenses. The sooner you start saving for college the better.

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Asset Allocation

Our decisions are grounded in objective research and analysis. Our open-architecture investing gives us the flexibility we need to evaluate the full range of options.

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