Plan Well.

Invest Well.

Finish Well.

Financial Advisor in St. James, Missouri

family on beach

Plan Well.

Invest Well.

Finish Well.

Financial Advisor in St. James, Missouri

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, St. James families like yours are just the type of clients 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

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Biblical Principles & Financial Services
for St. James, MO Families

Wealth Management Services - Missouri

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.

Retirement Planning Services Missouri

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.

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Whatever stage you’re in, we’re here to help.

Download one of our free guides now.

Plan Well - 5 Laws of Financial Freedom

Download our free PDF and uncover the secrets to real financial freedom.

Invest Well - 5 Laws of Wise Investing

Download our free PDF and discover how to invest the right way.

Finish Well - 5 Laws of Lasting Legacy

Download our free PDF and ensure your legacy blesses your family for generations.

“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

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Plan Well

Become a wise provider for yourself and your loved ones with a strong foundation.
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Invest Well

Create a fruitful investment portfolio while we help you mitigate risk and honor your values.
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Finish Well

Entrust your inheritance to your loved ones in a tax-wise and responsible way.

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

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Mark Riefer
Mark T. Riefer
We help you plan, invest and finish well, so you never have to choose between a comfortable retirement and your deepest convictions.

“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.”

Financial Advisor, Serving St. James and the Phelps County Area

Located in the heart of Missouri, St. James is home to only about 4,000 people. It’s a small town with a lot of heart, and a deep connection to nature. Once an important train stop on the St. Louis-San Francisco railway, this prairie town sits at the foot of the picturesque Ozark Mountains. It’s the heart of Missouri Wine Country and boasts miles and miles of hiking trails, bike paths, and fishing spots along the Meramec River.

While Clear Money Path is located just a few miles away in Rolla, we provide financial services to St. James and other areas in Phelps County, including the 65559, 65401, 69402, and 65409 zip codes. As you think ahead to your family’s future and your own retirement, talk with a local expert who understands the importance of faith and finances. We’ll help you achieve your investment and retirement goals so you can spend your golden years with your family in the Show Me State!

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