WHO WE ARE Clear View Wealth Advisors, LLC is a fee-only fiduciary registered investment adviser providing tax planning and financial planning on issues like college funding, retirement income and divorce as well as personalized money management, IRA and 401k services to Baby Boomers and retirees in Massachusetts and New Hampshire. Clear View Wealth Advisors, LLC/Boston Tax Planners is a fee-for-service fiduciary financial planning, investment management and retirement advisory practice serving Baby Boomers, pre-retirees and retirees living in Massachusetts in the Greater Boston, North Shore and Merrimack Valley areas as well as New Hampshire. We offer fixed-fee financial planning and investment management (no AUM) with the option to receive advice without moving assets. WHO WE SERVE We cater primarily to individuals, couples and business owners in need of trusted guidance while going through transitions. We strive to make our planning services accessible and reasonable to those who are busy launching their careers or growing their families. We offer reasonably priced flat fee investment or financial and tax planning services. Our clients are tired of Big Box financial supermarkets. They are also tired of going it alone despite success in other areas of their life. They may lack the time or motivation to be a Do-It-Yourself-er. They crave a higher degree of personalized service with insightful proactive integrated advice and answers to their financial questions. They seek solutions that are objective and not based on the purchase of an investment or insurance product. We strive to work with a small, successful, select group of individuals who include business and real estate owners, professionals, entrepreneurs, and pre-retirees and retirees. We welcome clients from all walks and stages of life and have particular focus on those in education, engineering, technology, medicine and allied health professions.
