Plan Well.
Invest Well.
Finish Well.
Biblically responsible investing that aligns with your values.
Plan Well.
Invest Well.
Finish Well.
Biblically responsible investing that aligns with your values.
Your Values Are Our Values
It can be hard to protect and grow wealth without feeling like you’re compromising your values. It can be even harder to find investment advisors willing to take that journey with you. But at Clear Money Path, you’re just the type of client we’re looking for.
Like you, we lead from the heart with a biblically responsible approach to financial management. We help you plan, invest, and finish well, so you never have to choose between a comfortable retirement and your deepest convictions.
Biblically Responsible Investing • Active Money Management • Confident Stewardship
Our Services, Founded on Biblical Principles
Investment Management
Steward your blessings and resources with excellence. Investments are an extension of our life’s work. You deserve biblically sound asset management that reflects your values.
Financial Planning
Create your legacy with a retirement plan that serves your family for years to come. From gifting to estate planning — we’ll help you preserve your values, today and tomorrow.
Whatever stage you’re in, we’re here to help.
Download one of our free guides now.
Plan Well - 5 Laws of Financial Freedom
Invest Well - 5 Laws of Wise Investing
Finish Well - 5 Laws of Lasting Legacy
“As each has received a gift, use it to serve one another, as good stewards of God's varied grace.”
1 Peter 4:10
Design Your Clear Money Path
Plan Well
Invest Well
Finish Well
How to Invest Wisely with Clear Money Path
Schedule
a Free Consultation
Design
Your Clear Money Path
Enjoy
Your Blessings
What Our Clients are Saying
“After a lifetime of hard work, you deserve to enjoy your blessings. But to truly relax, you need to know your investments are being actively cared for. You need a team of investment advisors who share your faith and values.
We get it. That’s why at Clear Money Path, our biblically responsible investments are selected based on what’s most important to you, while our proven process grows and protects your assets.
For the past 30 years, we’ve helped hundreds of families make wise investments despite market fluctuations and unprecedented circumstances. If you’re ready to join them and protect the resources entrusted to you, schedule your free consultation with Clear Money Path today.”
