Values-Based Financial Planning and Investment Management

Meet Your SmartVestor Pro

Mark Riefer

Mark T. Riefer

President, CKA®, Chief Investment Officer over Investment Strategy Committee

What Sets Mark and Clear Money Path Apart from Other Pros?

Biblical Investing

Biblically Responsible
Investing

My in-house asset management team carefully builds your portfolio, screening out any asset that is unethical or immoral. That way you never have to compromise your values to save for retirement.
briefcase icon

Over 30 Years
of Experience

True confidence comes from a clear plan and an advisor who has the experience to navigate any market. With three decades of excellence, I know how to rise above the news cycle and craft a strategy that works for the long term.

certification icon

Fiduciary and Certified
Kingdom Advisor

I’m a fiduciary, meaning I won’t try to sell you stuff, I’m legally bound to act in your best interest. But more than
that, I’m a Certified Kingdom Advisor specially trained to help you manage your money according to the
highest values.

You Deserve Better Than the Typical Advisor Experience

Many of my clients have worked with advisors before, but they’ve grown dissatisfied with worldly advice, poor communication, and ineffective planning. You’ve worked hard to steward your resources well –  get out of debt, save for emergencies, and start investing. It’s time you found an advisor who truly
cares where you’re coming from and helps you get where you want to go.

Award Winning Tools

I use the #1 planning tool in the industry to give you comprehensive projection, protection, and succession strategies.

No Commissions. No Products Sold.

I'm here to help you develop a successful plan, not talk you into buying something you don't need.

Mitigate Risk with Active Money Management

I take an active approach to investing so I can help manage risk better, increase tax management benefits, and give you more freedom in how you grow your wealth.

favicon

Take the Next Baby Step and Keep Growing Your Financial Knowledge

Whatever stage you're in, I'm here to help.
Download one of these free guides to get started on the right path, right away.

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.
Plan Well Financial Planning Download
Name
This field is for validation purposes and should be left unchanged.

Invest Well Financial Planning Download
Name
This field is for validation purposes and should be left unchanged.

Finish Well Financial Planning Download
Name
This field is for validation purposes and should be left unchanged.