1860 Charter Lane, Suite 203,
Located in Lancaster, Pennsylvania, Clear Wealth Partners combines a small-town feel and warm, personal attention with the deep resources and sophisticated talent of a big-city firm. Serving the Central PA region, we bring together the best of both worlds. It’s all about balance—just as our disciplined analytical process is balanced by our focus on building relaxed and comfortable relationships that are designed to last.
As your partner, we’re committed to being clear, honest, and forthright in all our dealings. You’ll see our integrity in the way we consistently do what we say we will do, never leaving you to wonder about follow-through. Transparency means that we make sure you completely understand our processes, how we operate and how we are compensated, and you won’t be surprised by any hidden fees. Because we put complicated topics into understandable terms using plain language instead of industry jargon, our communications won’t leave you confused. And we take the time to ensure that you understand how solutions are designed to work and the pros and cons of decisions to be made.
The services we offer are divided into two distinct parts: personal wealth management services for individuals, families, and non-profits; and employer sponsored retirement plan consulting for employers and their employees. We love providing the extra services of teaching, explaining, and serving individuals and plan participants alike; when you live out your values and love what you do, it shows.