ClearPath Financial Partners
Who We Help
- Professionals and executives age 50+ who want the option to retire within the next three years (or are already retired)
- Diligent savers who have accumulated a portfolio of liquid investment and retirement assets of $1 million or more
- Planners who want a strategy for tax-smart and sustainable income
- Collaborators who believe the success of their retirement is too important to be managing themselves and value expert guidance
Key Firm Highlights
- Independent: privately-owned firm
- Transparent: fiduciaries working solely for our clients
- Experienced: 19+ years serving clients (since 2006)
- Credentialed: Certified Financial Planner (CFP), IRS Enrolled Agent (EA), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP)
- Trusted: managing over $200M for 125+ families, mostly in Central & Metrowest MA
- Loyal Clients: 99%+ annual client retention rate
Our Team
At ClearPath Financial Partners, we build adaptive, goal-focused financial plans and deliver top-tier investment management. With over 30 years of combined experience, we are perfectionists in our craft while remaining focused on continuous progress. ClearPath was forged from our desire to have a transparent, collaborative financial planning process that would bring us together with clients to create enduring relationships, built on trust.
Who We Help
- Professionals and executives age 50+ who want the option to retire within the next three years (or are already retired)
- Diligent savers who have accumulated a portfolio of liquid investment and retirement assets of $1 million or more
- Planners who want a strategy for tax-smart and sustainable income
- Collaborators who believe the success of their retirement is too important to be managing themselves and value expert guidance
Key Firm Highlights
- Independent: privately-owned firm
- Transparent: fiduciaries working solely for our clients
- Experienced: 19+ years serving clients (since 2006)
- Credentialed: Certified Financial Planner (CFP), IRS Enrolled Agent (EA), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP)
- Trusted: managing over $200M for 125+ families, mostly in Central & Metrowest MA
- Loyal Clients: 99%+ annual client retention rate
Our Team
At ClearPath Financial Partners, we build adaptive, goal-focused financial plans and deliver top-tier investment management. With over 30 years of combined experience, we are perfectionists in our craft while remaining focused on continuous progress. ClearPath was forged from our desire to have a transparent, collaborative financial planning process that would bring us together with clients to create enduring relationships, built on trust.

Process & Philosophy
The ClearPath wealth management approach is a thoughtfully crafted financial planning process for how we connect with and guide our clients. The foundation of each customized client experience is built on the time spent getting to know you and your unique financial needs as we navigate each step.

Our Services
We are fiduciaries to our clients, always putting their best interests first. Our client experience begins with understanding your goals and then building a customized strategy to work together through comprehensive financial planning and customized investment advisory services.
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