Business, Personal & Financial Solutions

Welcome to Clear Resource Group

We are an independent financial services company, headquartered in Portland, Oregon, with a focus on:

  • Individuals and organizations that value independent, objective financial advice.
  • Investment management and financial planning for individuals.
  • Business consulting and cash-management services.
  • Retirement plan design assistance, installation and support,
    including 401(k)s.

While independently owned, we are supported by Financial Advocates Investment Management.  We utilize Fidelity Investments and LPL Financial as our custodians to safeguard our client accounts.  Through these associations, we bring technical, administrative support, and security of leading national organizations.  We think our clients find it a pleasing combination of local ownership and world-class resources.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us at (503) 227-9800.  We look forward to hearing from you.

Clear Resource Group

Business, Personal & Financial Solutions

Please watch our video below.

  

Contact Us

Matthew Moore

1984 - 2017

In Memory

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Kim Atkin

Director of Client Relations

(503) 277-9800
KAtkin@ClearResourceGroup.com

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LPL Financial Client Access

Access your account information: Click on the LPL logo to log in. 

Fidelity Client Access

Access your account information: Click on the Fidelity logo to log in. 

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