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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Clear Resource, we believe clients should understand everything that is happening with their money, and that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net-worth investors, to those who are just starting out – and each client receives a personalized allocation strategy. We’ve helped thousands of clients navigate their complex financial needs and have guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money and with as much or as little information as you want.

Whether you’re investing hundreds or millions, at Clear Resource we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

When it comes to your portfolio, you work closely with our Portfolio Management Team at Clear Resource. Learn More

Risk Management

As your Wealth Advisor, we seek to provide protection, guidance, and security. Your peace of mind is our highest priority. Learn more

Tax Planning

With Kirk’s 30-plus years as a CPA, Clear Resource provides additional perspective, insight, and strategies in tax matters that are critical to your financial profile. Learn more

Wealth Planning

As your advisors at Clear Resource, we are drawing on a collective 52 years’ of financial experience. Learn more

Estate Planning

The world of estate planning seems ever changing. Our team of professionals will ensure your estate plan is coordinated with the efforts of your legal counsel and tax professional.  Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

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Last Name*

Email*

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Personalized Wealth Management

At Clear Resource, our mission is to bring futures into focus and build pathways to those futures. We do that by listening carefully, organizing information, and communicating in a fashion that makes complex financial matters understandable.

We are a wealth-management firm, based in Oregon, with offices in Portland and Bend, serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Our portfolio management team provides focused investment selections that can be blended to meet a client’s special needs and circumstances.

Contact us today, and let Clear Resource help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Portland, OR, Clear Resource has advisors across the state. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Clear Resource’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary December 17, 2018

After a few near misses, the S&P 500 finally entered a correction, meaning it closed more than 10% below its previous all-time closing high. The S&P 500 had flirted with these levels three previous times, even trading into correction territory. But it had always rallied enough at the close to stay above the 10% mark.

Read more

Avoid holiday financial stress
Monthly Newsletter
Gifts without the Guilt – Tips for Avoiding ...

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Blog
The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Video
Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Divorce Planning Infographic
Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf

    We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Weekly Market Commentary
  • Weekly Market Commentary December 10, 2018

    The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more