Elise Stevenson, CFP®, MBA Clearvue Advisors

About Elise Stevenson, CFP®, MBA

Do you have financial goals but aren’t sure what steps you need to take to achieve them? Need help prioritizing?

I help clients simplify their finances and develop a clear plan for building and preserving wealth, so they can focus on life’s other priorities. I have over 20 years’ experience working with busy professionals, retirees and their families.

Credentials and education:

Certified Financial Planner® Professional
MBA, Northeastern University
BS, Biology, University of Ottawa

I grew up in Canada and moved to Boston to attend graduate school. After working at a large regional accounting firm, I founded Clearvue Advisors to provide unbiased fee-only financial planning advice and investment management services. I am based in Milton, MA, serving clients in the Boston area and nationwide virtually.

Financial planning is not a one-time event. It’s a process that helps you make well informed decisions throughout your life. My goal is to help you achieve peace of mind knowing you have someone to guide you through life’s many transitions. Contact me for a free consultation to see if we’re a good fit.

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Ideal Clients

  • Established Professionals
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $3,000+/engagement
  • AUM: 1.00%

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