Core Principles

Our Principles


Adhering to a code of moral and ethical values provides the foundation for everything we do. We value and honor the trust clients place in us and always put their interests first. No matter which team member you contact, the message and the mission will be the same.


We are committed to a fiduciary relationship with our clients. This means your interests must come first. Clear Perspective Advisors is not encumbered by the typical conflicts found in full-service brokerage firms, nor do we have an obligation to present or propose solutions aligned with the goals of management or shareholders. We work exclusively for you.


Our clients' lives and the capital markets are dynamic and unpredictable. Because of this, even the best-laid plans can go astray. The breadth of our educational background and years of experience allow us to recognize our mistakes and see them as opportunities to better ourselves.


Too much is better than not enough. We establish a level of communication appropriate for you. We recommend at least annual and, depending on your needs, semi-annual or quarterly review meetings to monitor progress towards your goals and recommend any changes.


We hold ourselves accountable for all of our actions. We are committed to complete transparency when working with our clients.