The Perfect Balance

At Clear Wealth Partners, our mission is to help improve people’s lives through financial planning and the management of their financial resources. We understand the significant financial decisions you face as you approach retirement, prepare for college expenses, or strive for other life goals. Just as our name implies, we offer clarity—equipping you with the tools to help handle the stress of financial decisions and instilling confidence to move forward with an accurate understanding of your situation and what steps to take next.

One of the first things you’ll notice about our firm is our warm welcome and emphasis on caring for people. As we get to know you, and learn about your goals, dreams, and values as well as the financial details, you’ll get to know us, too. We build a genuine two-way relationship, a partnership, centered on moving you toward your goals.

Whether you’re an individual with $500,000 or more seeking Wealth Management support for yourself or your family, or an employer seeking a superlative level of support for your Employer Sponsored Retirement Plan, we can help. We’re easy to talk to and always ready to listen. We welcome your questions and promise to answer in plain language, not industry jargon.

We believe it’s all about balance: combining a clear, consistent analytical process with warm personal attention to provide cutting-edge, big-city solutions with small-town personal touch. We invite you to learn more about our firm.

“People don’t care how much you know until they know how much you care.”
--Theodore Roosevelt

Personal Wealth Management

Personal Wealth Management

Serving individuals, families, and non-profits with the personal attention of a small firm and the deep resources and technology of a big-city firm.

Learn more
Sustainable Investing

Sustainable Investing

Aligning our client's portfolios with their personal values.  We are pleased to integrate environmental, social and governance (ESG) factors into our investment process.  

Learn more
Employer Retirement Plan Consulting

Employer Retirement Plan Consulting

Professional plan management with a deep commitment to participant education, geared toward employers who care passionately about their employees.

Learn more
The Independent Market Observer

The Independent Market Observer

Outlook. Opinion. Insite

Commonwealth Financial Network’s Chief Investment Officer Brad McMillan and his team’s latest updates.

Learn more

Sign Up For Our Newsletter

Thank you!
Oops!
Your Guide to Year-End Financial Planning for 2022

Your Guide to Year-End Financial Planning for 2022

This useful checklist provides questions to ask your financial advisor in order to have the most productive conversation as..
Learn More
When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn More
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More