About Clear Resource
Clear Resource is an Oregon-based wealth-management firm, with offices in Portland and Bend, founded by Kirk N. Matteson in 2007. We’re dedicated to providing you with the highest level of service and delivering trust, transparency, and accountability to ensure you have a personal and satisfying experience with your advisor. Our mission is to bring futures into focus and build pathways to those futures by listening carefully, organizing information, and communicating in a fashion that makes complex financial matters understandable.
While independently owned, we are supported by Carson Group Partners. Our partnership with Carson Group Partners provides our growing team with enhanced resources to continually improve the level of service you receive. They provide a dedicated Investment Committee, Independent Research Department, Wealth Enhancement Team, and additional planning professionals — all utilized by us to bring you enhanced investment and comprehensive planning strategies.
Carson Group Partners, based in Omaha, Nebraska, currently has $7 billion in assets under management and has been inducted into the Barron’s Inaugural Hall of Fame.* Our partnership with Carson Group Partners provides access to investment strategies managed through Carson Group Partners’ SEC-Registered Investment Advisory Firm, CWM, LLC, as well as many other money managers.
We utilize Fidelity Investments as our custodian to safeguard our client accounts. Through these associations, we bring technical, administrative support, and the security of leading national organizations. We believe 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.
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.
Our Core Values: