At Clear Financial Partners we are dedicated to maintaining exemplary standards of service. We have bred a culture of excellence, loyalty, passion, respect and integrity. With this in mind, we all begin our journey toward excellence by making The Clear Commitment. This code of ethics directs our company's moral compass, and these best practices guide our daily actions.
The financial services industry has been plagued by a reputation of mistrust, ambiguity, and self-serving behaviors. These shell games are not tolerated at Clear Financial Partners. Our advisors are committed to complete transparency. We believe that our clients need to understand every cost associated with their investments and how their advisor is compensated. We have been this way since our inception in 1997, and we will be this way for as long as we exist.
Each month we donate to a cause that is close to our hearts, but we believe our responsibility does not end there. Education and raised awareness are factors that are consistently cited as factors that contribute to the success of causes and movements. In response, we created our Clear Awareness Campaign which brings education and raised awareness to the individuals we interact with on a daily basis. Please join us every month as we strive to make a difference.
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.