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Edit Business | Clear Financial Partners
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About At Clear Financial Partners our mission is simple: to empower our clients and associates in their journey to achieve their unique vision of happiness. Story Clear Financial Partners is a local wealth management firm located in Lake Oswego, Oregon. We strive to provide reliable, accurate advice and an unprecedented level of service. Our mission is to empower our clients and associates in their journey to achieve their unique vision of Happiness. Call our office at 503-579-1000 to schedule a free, no-obligation, open discussion. Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clear Financial Partners. Certified Financial Planner Board of Standards Inc., owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, FL, ID, IN, MD, MA, MI, MT, NV, OH, OR, PA, TX, UT, VA, WA & WY.) No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Mission Our mission is to empower our clients and associates in their journey to achieve their unique vision of Happiness.
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