Who We Are
We are a wealth-management firm, based in Oregon, with offices in Portland and Bend, serving individuals, 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 name, Clear Resource Group, originated from the vision of our deceased associate, Matthew Moore. Matt wanted a name that would evoke the service aspirations of a firm bringing clarity and simplicity to the business of investing.
As an independently owned firm, we are dedicated to providing you with the highest level of service and in our capacity as a fiduciary, striving to provide you with a satisfying, personal experience. We are supported by our business relationships with Fidelity Investments, Orion Advisor, and eMoney Advisor.These companies provide us with integrated support services, and we utilize their efficiencies to let us focus on you and concentrate on bringing the client enhanced investment and comprehensive planning strategies.
We believe our clients find it a pleasing combination of local ownership and world-class resources.
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