Mark Riefer is Founder and President of Clear Money Path, a fee-only, Registered Investment Advisory (RIA) firm serving clients with a proven system for aligning faith, finances, and investments. Clear Money Path combines a small firm culture with large firm capabilities, providing Investment Management, Financial and Estate Planning, and Qualified Retirement Plans.
As an advisor, Mark understands that his clients seek to honor God and provide for their loved ones with excellence and generosity. With nearly 30 years of experience, he gives you the principles, plan, and coaching required to achieve your financial goals.
Mark’s strong work ethic is reflected through his training. He graduated cum laude from Bowling Green State University, and his initial industry experience involved nine years with Merrill Lynch followed by ten years as Associate Vice President and Branch Manager with A.G. Edwards & Sons, Inc. Amidst these demanding positions, he consistently received business development awards while at each firm, and his clients took notice. Today, well over 90% of his clients entrust him with the majority or all of their investment assets.
As one of few financial advisors to offer a system of values-based investing, Mark relentlessly pursues the client’s best interest, and has served several times as a panelist for the Kingdom Advisors National Conference. A Certified Kingdom Advisor, he also hosts the new Clear Money Podcast where he passionately shares the whole truth about money with listeners. Mark currently holds the Series 65 as an RIA Representative, and insurance licenses for life, health, and variable annuities. He is also the CEO of Clear Message Management, and a Certified StoryBrand Guide and Copywriter, helping businesses clarify, automate, and differentiate their messages.
Mark is actively involved in the community, having served on several boards including the Rolla Kiwanis Club, the Phelps County Regional Healthcare Foundation, the Rolla Area Chamber of Commerce, and Rolla Bible Church. He has volunteered in local live theatre productions, as well as The Boy Scouts of America, and the Rolla Youth Baseball, Basketball, and Football programs.
Mark and his wife Kelly reside on a family property in Edgar Springs, Missouri. He is a loving husband, devoted father to seven children, and proud grandfather of three. He enjoys time with family and friends, golf, yardwork, grilling, and is an avid OSU Buckeyes fan.
Get to know Mark
Favorite Food: grilled burgers
Favorite quote: “I am the Way the Truth and the Life.” – Jesus of Nazareth
Best piece of financial/business advice received: Spend Less Than You Make.
Favorite holiday: Easter
Favorite movie: Chariots of Fire
Hidden talent: former barbershop quartet
If you could meet anyone, past or present, it would be: Jesus
What motivates you? Honoring God
Place you’d most like to visit: Augusta, GA Master’s Golf Tournament
Favorite book: Bible
Something on your bucket list: See all my kids on their own.
Biggest accomplishment: 31 years of marriage