Clearvue Advisors

Clearvue Advisors is a financial planner in Milton, MA. The firm operates as an independent, fee-only planning practice and a registered investment advisor, providing advice rather than selling products. It serves clients who are approaching retirement, already retired, or balancing savings for retirement with college education costs. Services include investment strategy, insurance product recommendations, debt management, and estate planning. Clearvue Advisors is paid exclusively by its clients and does not accept commissions, referral fees, or compensation from other sources. Meetings are conducted at the client's home, office, or virtually.

Elise Stevenson, MBA, CFP, founded the firm in 2005. She holds a degree in Biology from the University of Ottawa and an MBA from Northeastern University, and has been a Certified Financial Planner professional since 2000. Prior to establishing Clearvue Advisors, she served as a Senior Financial Planner for a regional accounting firm in Cambridge, MA. Her background combines analytical skills with a focus on helping clients gain confidence in their financial affairs.

The office is located at 143 Craig St in Milton. It sits about a tenth of a mile from Trout Brook and Brush Hill, and roughly a third of a mile from Popes Pond and the Trout Brook Easement. Canton Avenue is also nearby, about a fifth of a mile away.

Clearvue Advisors has served the Milton area since 2005, offering personalized, objective advice to clients seeking clarity in their financial planning.