Clearpath Financial is a Registered Investment Advisor (RIA) firm based in Bellevue, Washington. The company operates on a fee-only basis, emphasizing its fiduciary duty to act in clients' best interests. Its core services include personalized financial planning, investment management, retirement planning, tax strategies, and estate planning. The firm's mission is to provide clients with a clear and understandable path to achieving their financial goals through objective and expert guidance, free from the conflicts of interest associated with commission-based models.

Founded in

United States