Broker Check

How We're Different

At ClearPath Financial, we're different.  We're an upbeat group of financial professionals who make it their mission to work together to offer unique benefits, including:

Team Approach

We ensure our clients are positioned in the best way possible by having our teams work together to implement a holistic approach.  By teaming up we make navigating new changes as easy as possible on our clients.  We hold group meetings regularly to ensure that all of our teams are on top of the latest industry knowledge across our services.  

Independence

As an independently managed financial advisory firm, we don't have proprietary products to sell.  We put our clients’ needs first and only offer services and solutions we believe align with their unique goals and situations.

A Family Focus

We have multi-generational relationships with many of our clients to ensure that they have a long term plan in place to help protect their hard earned assets.  We believe our clients deserve a high level of service. It’s our priority to get to know our clients well in order to better help them meet their life goals.  Here at ClearPath Financial we uphold an environment that is personal, friendly, and welcoming, yet professional.

Experience

We have more than 100 years of combined experience in the tax and financial service industries and are committed to staying on top of the latest in innovative solutions and market changes. Using our knowledge, experience, and tax expertise, we can explain complicated concepts or strategies to help clients better understand their financial opportunities.  

Relationship Focused

We believe that listening to our clients and building trust and loyalty are the cornerstones of success. We are committed to building long-term relationships with clients and strive to work with them as they prepare for retirement, college planning, or other significant life changes. We are a resource for our clients, offering frequent communication, support, and advice.

Education

We are passionate about educating and motivating clients to take control of their finances and pursue their goals. We believe that by offering knowledge and insight into the strategies we present, our clients can feel more confident in their financial decision-making and have more clarity regarding their future.