Broker Check

Who We Serve

At ClearPath Financial, our clients include individuals, families, and businesses. While they may range in age, industry, and lifestyle, they share a common desire:  growing and protecting their assets, and living life to its fullest.

Clients aren’t just looking for an advisor to provide investment advice; they’re looking for a partner whom they can trust and maintain a long-lasting relationship.  More importantly they are looking for an advisor who gets them and their goals.

We work closely with our clients to develop holistic financial strategies that align with their constantly changing lives.  Our approach is proactive, transparent, and dedicated to client service.  We are here to make things easier on you and help you sleep better knowing you have a financial plan in place.