Create The Financial Future You Deserve

Customized, comprehensive financial solutions for every individual.

Need help getting on track?

Get the right guidance to ensure that your financial future is positive, rewarding and empowering.

Clarity in your financial plan

Working with the right financial partner can bring you transparency, direction and guidance towards your financial future.

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Are You Ready To Take Control Of Your Future?

The best time to start planning for your future, is to start with a plan today.

Financial Planning

You deserve a comprehensive financial plan that accurately reflects your unique goals and needs.

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Investment Management

An educated client is an empowered client and in sharing our knowledge we can help you make smarter investment choices.

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Empowerment Planning

At ClearPath Advisors, we provide task-oriented guidance and action steps to achieve specific goals.

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What is your plan?

Financial Empowerment

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Everyone has the right to an impactful financial plan and a clear path to their financial future.

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"Helping clients change their behavior about money is key to a path of financial independence."

- ClearPath Advisors

Not just about the money

Client Education

Your financial plan needs to evolve with your life. We believe an educated client is an empowered client, so we make sure that you learn how and why we approach your financial plan the way we do.

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"An investment in knowledge pays the best interest."

- Benjamin Franklin

ClearPath Advisors

Our mission is to simplify the complexities of your financial life via strategic planning and education.

Connect With ClearPath Advisors Today

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Create The Financial Future You Deserve

Need help getting on track?

Clarity in your financial plan

Are You Ready To Take Control Of Your Future?

The best time to start planning for your future, is to start with a plan today.

Financial Planning

Investment Management

Empowerment Planning

What is your plan?

Financial Empowerment

"Helping clients change their behavior about money is key to a path of financial independence."

Not just about the money

Client Education

"An investment in knowledge pays the best interest."

ClearPath Advisors

Our mission is to simplify the complexities of your financial life via strategic planning and education.

Patrick Filette, CFP®, ChFC®

Marc A. Schain, CPA

William J. Winters, RICP

Krista Woodke, FPQP™

Connect With ClearPath Advisors Today