Adrienne Ross, CFP®, ChFC®, AFC®, MQFP®

Serving military families, government employees, and small business owners.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Clear Insight Wealth Management Adrienne Ross, CFP®, ChFC®, AFC®, MQFP®
Spokane, WA

Serving Clients Nationwide

Serving military families, government employees, and small business owners.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Special Needs Planning
  • Taxes

About Me

Adrienne Ross is a financial advisor and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives.

Adrienne is driven to help clients become more informed financial decision-makers and empower them to solve difficult (sometimes seemingly impossible) problems. She’s hooked on helping people improve all aspects of their financial lives, and there’s nothing else she would rather do.

Adrienne has over 15 years of experience serving military families. She obtained her bachelor’s degree from the University of Illinois Springfield. Adrienne is a Certified Financial Planner™ professional, Chartered Financial Consultant®, and Accredited Financial Counselor®. She is also one of the first financial professionals authorized to use the MQFP®, marking her as Military Qualified Financial Planner. In 2020, Adrienne was named the 2020 Financial Counselor of the Year by the AFCPE® in recognition of her efforts to serve military families. She is a 2010 FINRA Military Spouse Fellow and scholarship recipient through The Center for Military and Veterans Affairs.

A military spouse for more than 30 years, Adrienne is also a military mom and a military kid. She splits her time as a nighttime babysitter for her grandbabies during Space Force launches, visiting her mom on the ranch and exploring the PNW with her retired Marine husband on her Triumph. In spite of her hectic schedule, Adrienne takes time to mentor other military spouse AFC® counselors and AFC® candidates. She enjoys spending time helping young people (especially those aging out of the foster care system) build financial competency.

Professional Designations

  • Accredited Financial Counselor (AFC)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Military Qualified Financial Planner (MQFP)

Affiliations

  • AFCPE
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

📍 905 W. Riverside Dr., Ste 201, Spokane WA 99201

Additional Locations

📍 7918 Jones Branch Dr 4th Floor, #202, Tysons, VA 22102

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

To schedule a get-acquainted meeting, click the 'Book Intro Call' button above, call (509) 847-4079 or email adrienne@myciwm.com. During this meeting, we will discuss your goals and what working together will look like. We'll finish the meeting by discussing the types of services you would benefit from and what moving forward looks like. I look forward to speaking with you!

Offers Investment Management

Yes

About our Firm

Clear Insight Wealth Management is a new kind of wealth management firm tailored to the unique needs of military families, government employees, and small business owners.

Formed from a trio of woman-led financial planning firms, Clear Insight Financial Planning, REM Financial Planning, and Red Clover Financial Planning have joined forces to become Clear Insight Wealth Management. With our founders being military spouses and small business owners, we understand the unique financial lives, benefit options, planning timelines, challenges, and opportunities faced by our clients.

While traditional wealth management firms offer a single advisor-to-client relationship, Clear Insight Wealth Management takes a whole team approach, guiding clients to define and create the life they want to live. Offering holistic financial planning and wealth management services so all aspects of your finances work together towards living your best life now and in the future.

We understand everyone’s ideal life is different. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Paying Off Student Loan Debt
- Buying Your First or Second Home
- Creating & Building a Business
- Planning for Needs of a Special Needs Child

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

Education

Bachelors, University of Illinois Springfield

Hobbies and Interests

  • Family
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Government Employees
  • Military
  • Special Needs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.