ABOUT CLEARVUE
Who We Are
Personal finance managed with clarity and care.
ClearVue Financial was founded on a simple belief: thoughtful financial planning should be accessible, transparent, and practical. For more than a decade, we’ve provided clear, fee-transparent guidance designed to support real lives and real priorities.
We work with individuals early in their financial journey, those navigating transitions or rebuilding after setbacks, growing families balancing competing goals, busy professionals seeking clarity amid an increasingly complex financial landscape, and retirees preparing to enjoy the next chapter with confidence.
Who We Serve
For those seeking perspective, structure, or a fresh start.
ClearVue Financial partners with individuals and families who value clear communication, thoughtful planning, and an ongoing advisory relationship. Our clients are typically busy professionals, growing families, and retirees navigating new financial phases or reassessing prior decisions.
We are a good fit for those who prefer a structured, plan-first approach and want guidance that reflects their goals, priorities, and circumstances, without product sales or commission-based recommendations.
Which are you currently thinking through?
Managing day-to-day cash flow and budgeting
Addressing existing debt or repayment strategies
Planning for education-related expenses
Preparing for retirement
Better understanding investment options
Navigating tax-related questions
Purpose & Mission
Personalized, educational, fiduciary financial planning.
ClearVue Financial was established in 2016 to offer an alternative approach to financial planning. We recognized that financial services can feel inaccessible to individuals and families who may not meet traditional account minimums or prefer not to commit to high ongoing advisory fees, even though they still need thoughtful guidance.
Our firm operates under a fee-only planning model and maintains a streamlined, remote service structure. We do not receive commissions, sell proprietary products, or accept third-party compensation. This structure is designed to minimize conflicts of interest and enable us to focus on providing planning guidance tailored to each client’s circumstances.
By maintaining an efficient operating model, we are able to offer financial planning services at fee levels generally lower than those of many traditional advisory arrangements, while upholding professional standards and regulatory oversight.
“Clarity often improves when people understand their options. My approach is straightforward: take the time to understand the individual, explain the reasoning behind recommendations, and work collaboratively to align guidance with each person’s perspective—recognizing that no two people view money the same.”
Edward I. Anderson III, M.S., CFP®, EA
Founder & Financial Planner
Why Choose Clearvue?
ClearVue Financial intentionally maintains a focused, planning-led practice model. By remaining selective about the scope and size of our client relationships, we can provide attentive, personalized service and maintain consistent advice delivery.
Our services integrate financial planning, investment guidance, and tax considerations into a single advisory relationship, enabling coordinated discussions across key areas of a client’s financial life.