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 Longterm 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.
Our Values
Affordability
Transparency
Fiduciary Responsibility
No Sales Pressure
Educated Decision-Making
How We Measure Success
Client clarity
Confidence in decision-making
Steady progress toward goals
Peace of mind
Long-term, partnership-driven relationships
“Confidence grows when people understand their options. My approach is simple: understand the person, teach the ‘why,’ and guide them toward clarity in every decision.”
Edward I. Anderson III
M.S., CFP®, CRPS®, APMA®, EA
Financial Planner & Tax Advisor
Who We Serve
For people who want direction, clarity, or a fresh start.
We are built for busy working professionals and families who need assurance they’re on the right financial path, or who want to rebuild after past financial decisions.
We help clients move from uncertainty to clarity by first laying all their goals and ambitions on the table through detailed data gathering, then turning those insights into a simple, actionable plan.
Common Client Challenges
Budgeting and cash-flow strain
Debt management
Saving for education
Retirement planning
Understanding investments
Navigating tax questions
Our Expertise Includes
Cash-flow planning
Debt reduction strategies
Insurance and risk planning
Investment planning
Retirement planning
Tax planning
Our Approach & Philosophy
Holistic. Practical. Educational. Data-driven. Transparent.
We offer strategies clients can actually implement. We teach the “why” behind every recommendation and review all areas of financial life because everything is connected. Using financial models and analysis, we help clients optimize decisions. As a fee-only firm with no commissions and no conflicts, we turn complexity into simple, progressive steps that empower clients to move forward with confidence.
-
The core elements of a strong financial foundation.
Cash-flow planning
Debt reduction planning
Insurance planning
Investment planning
Retirement planning
Tax planning & Preparation
Basic estate planning
Why Choose Clearvue?
We stay intentionally small to keep our services accessible, judgment free. We serve individuals often overlooked by larger firms, offering planning, investment guidance, and tax strategy under one roof—delivering coordinated, goal-aligned advice.
Our Commitment
Always here when clients need us—no matter how simple or complex the situation.
Community & Impact
We voluntarily support Creek & Lyells, a separate 501(c)(3) nonprofit providing free financial education courses and scholarships to high school and college students.
Our support reflects our belief that financial knowledge should be accessible to all.
Our Vision Forward
Client-first. Steady growth. Continuous improvement.
We don’t chase aggressive expansion.
We focus on serving well—with accessible pricing and consistent quality.
We stay current with emerging trends in planning, investments, and tax services, making strategic improvements that elevate the client experience.