A Clear Perspective

Our Firm is committed to excellence but never at the expense of its guiding principles and values in the way it treats its clients, its associates, and its vendors. We seek success, but not at the expense of our respect for the individual

Our Principles

Integrity

Adhering to a code of moral and ethical values provides the foundation for everything we do. We value and honor the trust clients place in us and always put their interests first. No matter which team member you contact, the message and the mission will be the same.

Transparency

We are committed to a fiduciary relationship with our clients. This means your interests must come first. Clear Perspective Advisors is not encumbered by the typical conflicts found in full-service brokerage firms, nor do we have an obligation to present or propose solutions aligned with the goals of management or shareholders. We work exclusively for you.

Humility

Our clients’ lives and the capital markets are dynamic and unpredictable. Because of this, even the best-laid plans can go astray. The breadth of our educational background and years of experience allow us to recognize our mistakes and see them as opportunities to better ourselves.

Communication

Too much is better than not enough. We establish a level of communication appropriate for you. We recommend at least annual and, depending on your needs, semi-annual or quarterly review meetings to monitor progress towards your goals and recommend any changes.

Accountability

We hold ourselves accountable for all of our actions. We are committed to complete transparency when working with our clients.

Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
  • Map and Directions »

St Charles Location

Contact Us

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 ausdal.com. Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.