ClearPath Financial, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Its core mission is to provide personalized and comprehensive financial planning, investment management, and wealth management services to individuals, families, and business owners to help them achieve their long-term financial goals. The firm emphasizes a client-centric approach, building custom strategies for retirement planning, estate planning, and portfolio management.

Founded in

United States