Who We are

Integrity. Innovation. Transparency.
Time-Tested Strategies
to Meet Your Needs.

At Clear Financial Strategies, our leadership team leverages more than 100 years of combined experience to help business owners, executives, and families achieve their long-term financial goals. As a fee-only fiduciary advisor, we put our clients’ best interests first, at all times and in all situations.

When you work with Clear Financial Strategies, you can be confident you’re working with a trusted advisor whose help can’t help but simplify your financial life by implementing innovative solutions to help solve your challenges. All delivered with the utmost clarity and integrity.

Learn More

What We Do

We provide a wide range of services to align our clients’ personal, business and financial needs.

Executive and Employee Benefits

We design and manage innovative benefit solutions to help you attract and retain quality employees.

Wealth Management

We take a comprehensive approach to wealth management with our goal to ensure all aspects of your financial life are working together to achieve your objectives.

Business Transition Planning

Exit planning requires a focus on growing a company’s value over time so you, as the owner, are free to transition on your terms, when you are ready.

Who We Serve

We serve a select group of clients for whom we can provide exceptional value and one-on-one attention.

Small To Mid-Sized Business Owners

As a business owner, you face unique financial challenges in managing the complexities of your personal, & professional & financial domains. We are uniquely qualified and certified to assist.

Business Executives

A lot rides on the shoulders of top executives, which makes it hard to find time to manage your finances. Don’t worry. We’re here for you.

Successful Families

We understand that financial success is about more than accumulating assets. It’s about providing a secure future for the people who matter most to you.

Retirees

Retirement is the most significant financial event in most people’s lives. You only have one chance to get it right. Let us put our experience to work for you.