Who We Are.
Redefining financial planning for everyday people.
ClearVue Financial was built to challenge the idea that financial advice is only for the wealthy. For over a decade, we’ve provided affordable transparent financial planning designed for real lives and real budgets.
We support individuals beginning their financial journey or rebuilding after setbacks, growing families balancing competing priorities, and busy professionals seeking clarity in an increasingly complex financial world.
Our Purpose.
Accessible guidance. Transparent pricing. Zero sales pressure.
The financial industry can feel inaccessible, especially to those who don’t fit traditional minimums and account sizes We set out to change that. Through fee-only planning, straightforward guidance, and a lean, remote model, we deliver expert advice without commissions, product sales, or unnecessary costs.
Our Mission & Values.
Our Mission
Our mission is to provide comprehensive financial planning, investment management, and tax services through a personalized, educational, and fiduciary approach, always putting our clients’ interests first and helping them build clarity and confidence as they pursue their short- and long-term financial objectives.
Our Long Term Impact
We’re here to support clients through major financial decisions, acting as a strategic guide and trusted sounding board. Planning memberships also extend to dependent children through age 24, promoting multi-generational financial learning and wellness.
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Financial Planning
We design and implement a comprehensive financial plan meant to help you achieve your desired financial goals.
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Investment Management
We research investments, creating and monitoring a diverse portfolio that complements your financial plan.
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Tax Services
Through ClearVue Tax Advisors, LLC, we'll file your annual return, helping you pay the lowest amount of taxes possible.
Edward I. Anderson III
M.S., CFP®, CRPS®, APMA®, EA
Financial Planner & Tax Advisor
With 15+ years of experience in financial services, ranging from planning and investment management to tax preparation and consulting, Edward’s excited to partner with you and help fuel your financial growth, regardless of your age or stage.