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Welcome

At Clear Resource Group, we strive to help clients reach their goals by concentrating on what we do best: Dynamic Financial Planning. We are a fee-only financial advisory firm based in Portland that provides our clients with a suite of financial advice centered on portfolio management.

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

What We Do Differently

Our style of financial planning approach offers a process that is much different then the ‘traditional’ financial planning practices that rely on tedious, data-gathering meetings upfront, to develop a stand-alone financial plan that is not annually reviewed or (if ever) updated.  Instead, we help coach clients on figuring out their most important goals over time, discussed through frequent chats and meetings designed to help keep clients both on track and, more importantly,  involved in the whole process.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More

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