Clear Financial Partners

Clear Financial Partners Clear Financial Partners is a wealth management firm located in Lake Oswego, Oregon. Your journey begins with our signature Clarity Call.

Clear Financial Partners is a Lake Oswego based wealth management firm dedicated to helping clients pursue their unique vision of Happiness. Guided by the values of education, choice, transparency, and empathy, we believe every person deserves to fully understand their options, feel supported in their journey, and have the tools to design a financial plan aligned with what matters most. Call 503-5

79-1000 to schedule yours today. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

A room set for clarity, conversation, and thoughtful planning.Last night, we hosted the June ClearFP® Workshop Series ev...
06/18/2026

A room set for clarity, conversation, and thoughtful planning.

Last night, we hosted the June ClearFP® Workshop Series event focused on the planning decisions worth revisiting at mid-year.

Thank you to everyone who joined us for a meaningful conversation and an evening of thoughtful perspective.

Interested in joining future events?

Connect with us to learn more about our Fall workshop series, starting back up in September.

Markets can shift quickly. A thoughtful strategy helps keep the bigger picture in view.According to AAII, individual inv...
06/16/2026

Markets can shift quickly. A thoughtful strategy helps keep the bigger picture in view.

According to AAII, individual investors remained more bearish than bullish in late May, despite the market rally earlier this year.

This is a helpful reminder that market confidence and market performance do not always move together.

Rather than reacting to every change in sentiment, it can be helpful to revisit the bigger picture: your goals, time horizon, risk tolerance, and overall financial plan.

06/16/2026

Men’s Health Month is a meaningful reminder that health conversations do not have to wait until something feels urgent.

Checking in, scheduling a routine appointment, asking for help, or encouraging someone else to do the same can all be simple but important steps.

At Clear Financial Partners, we believe well-being is part of a fuller picture of planning for the life you want to live. We’re proud to support Men’s Health Network in Oregon and the work they do to promote awareness, education, and access to care in our community.

06/12/2026

What financial moves should you consider before age 40?

In this Just the Answer segment, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, highlight key areas to review, including cash reserves, high-interest debt, retirement savings, income protection, estate planning basics, workplace benefits, and investing with purpose.

Watch this quick segment for the main takeaways, then tune into the full Clear Money Talk episode for the complete conversation.

Download the companion checklist for this episode here: https://clearfp.com/financial-moves-to-consider-before-40-checklist/

Auto debt is putting more pressure on household budgets.A recent report found that total auto debt reached $1.68 trillio...
06/09/2026

Auto debt is putting more pressure on household budgets.

A recent report found that total auto debt reached $1.68 trillion at the end of 2025, with nearly 86 million Americans carrying auto loan or lease debt.

As vehicle prices, interest rates, and monthly payments rise, transportation costs can start to affect the bigger financial picture, including savings, cash flow, and long-term planning.

The takeaway: a car payment is not just a monthly expense. It is part of your overall financial plan.



Source: https://www.cnbc.com/2026/05/06/car-payments-squeeze-americans.html

New episode of Clear Money Talk is out!Turning 40 can be a helpful checkpoint for your financial life. In this episode, ...
06/08/2026

New episode of Clear Money Talk is out!

Turning 40 can be a helpful checkpoint for your financial life. In this episode, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss several financial moves worth considering before age 40, including cash reserves, high-interest debt, retirement savings, income protection, workplace benefits, estate planning basics, and investing with purpose.

Whether you are approaching 40, already past it, or thinking about how to help the next generation build good financial habits, this conversation offers a practical look at the decisions that can help create more structure and clarity over time.

Watch the full episode now on YouTube, Apple Podcasts, or wherever you listen.

Download the companion checklist for this episode here: https://clearfp.com/financial-moves-to-consider-before-40-checklist/

06/05/2026

A new Clear Money Talk trailer is live.

Turning 40 can be a helpful time to review the financial foundation you are building, from cash reserves and debt to retirement savings, workplace benefits, income protection, and estate planning basics.

In this episode preview, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss financial moves worth considering before age 40 and why these decisions can matter as life becomes more complex.

Watch the trailer now, then tune into the full episode on Monday.

There’s still time to RSVP for our June workshop.Join Clear Financial Partners for Mid-Year Planning Update: What Afflue...
06/04/2026

There’s still time to RSVP for our June workshop.

Join Clear Financial Partners for Mid-Year Planning Update: What Affluent Families Should Be Reconsidering Now on June 17 at 6:00 PM.

Tim Clairmont and Tyler Andrews will lead a timely conversation on key planning considerations for the second half of the year.

Advance RSVP is required by June 8.

To reserve your seat, contact us at [email protected] or (503) 579-1000.

06/01/2026

June is Men’s Health Month, and Clear Financial Partners is proud to help bring awareness to a cause that affects men, families, and communities.

This month is a reminder that health conversations matter. Preventive care, early action, and support from the people around us can make a meaningful difference.

We are honored to support Men’s Health Network in Oregon and their work to expand education, resources, and access to care.

05/29/2026

Equity compensation can be exciting, but RSUs can also raise tough questions when they vest.

In this Just the Answer clip, Tim and Tyler discuss how taxes, concentration risk, and your broader financial picture can factor into the decision.

Watch the clip, then tune in to the full episode of Clear Money Talk.

Address

15573 Bangy Road, Suite 100
Lake Oswego, OR
97035

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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