Holistic Approach to Personal Finance
ClearVue works with individuals, small businesses, and employees, helping them build and sustain the wealth necessary to fund their desired lifestyle.
Whether through eliminating debt, adding more to savings, making sound investments, or other financial decisions, our guidance offers access to an expert who will listen and share ideas that lead to goal accomplishment while tracking progress along the way.
We are not an organization out to make a fast buck—that is, sell you something that's not right for you just to meet quotas.
In fact, we do not work on sales commissions. We are a fee-only firm.
We're in it for the long haul, so we offer quality plans at affordable prices that neither discourage you from getting started nor impede the progress we'll make over time.
We tailor our services to your wants and needs and have the insight, expertise, and professionalism to do the job right.
What Is Fee-Only Planning?
An advisor you can trust. Our fee structure is transparent, easy to understand, and always in your best interest.
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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.