Values-Based Financial Planning and Investment Management
Meet Your SmartVestor Pro
Mark T. Riefer
President, CKA®, Chief Investment Officer over Investment Strategy Committee
What Sets Mark and Clear Money Path Apart from Other Pros?
Over 30 Years
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.
Fiduciary and Certified
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.
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.