ClearPath Financial, LLC is an independent, fee-only registered investment advisory (RIA) firm based in Houston, Texas. The company specializes in providing comprehensive financial planning, investment management, and wealth management services, with a particular focus on serving successful professionals and their families, especially those in the oil and gas industry. Their mission is to deliver objective, unbiased financial advice to help clients achieve their long-term financial goals without the conflicts of interest associated with commission-based products.

Founded in

United States