Financial planner
Calder Point
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Financial planner Professional services
Clear Advisors
Elegant financial planner site on four pages with a services page, an about page with the team and an intro call request form.
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East Rock, New Haven
Financial advice without the sales pitch
A fiduciary planner in East Rock who works only for you.
The people you will meet
Caleb Novak
Founder
Started Clear Advisors in 1993 after years in the trade. Still here most days.
Leah Ortega
Senior advisor
Mateo Whitfield
Client manager
Why people choose Clear Advisors
Fee only fiduciary
Legally required to act in your best interest.
No commissions
We never earn money from products we recommend.
Plain language
No jargon, just clear advice.
Every stage of life
Young families to retirees.
Our story so far
1993
The first day
Clear Advisors opened in East Rock with a small team and a short list of things we do well.
2009
Room to grow
Moved to State St and added more of what people kept asking for.
2026
Still local
Same owners, same standards, and a team that lives in New Haven.
From our customers
Rated 5 out of 5
“For the first time we know exactly when we can retire.”
Felix Mensah
Client since 1995
Rated 5 out of 5
“Honest advice and no product pushing. Refreshing.”
Hugo Amari
Small business owner
Rated 5 out of 5
“Helped us plan for our kids' college without stress.”
Esther Wolfe
Family business in East Rock
Let us talk about your goals
A free thirty minute call to see if we are a good fit.
Live preview: links and menus work. Every word, photo and color can be changed after you start.
What is included
- 4 pages
- Home, Services, About, Intro call request
- Fonts and colors
- Merriweather for headings, Lato for textprimary #1f2a44secondary #8a6d3baccent #c8b28abackground #ffffffsurface #f5f3eetext #151a26muted #5a6070
- Good for
- financial planner, financial advisor, retirement planning, fiduciary, investing, elegant, new haven
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