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 $235M for 130+ 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.


We wanted to be sure we would be ready when retirement came and be able to live our golden years in the same or better lifestyle as we were accustomed to. That’s where Ryan, Molly and the ClearPath Team came in. Highly recommended by a friend a stage ahead of us, they have listened and guided us all along the way, investing our money in the most efficient and responsible way. Through the years we’ve tweaked things for various reasons and it takes just a phone call and they are quick to meet with us, hear us out and show us the way to make it work.
They get to know you on a personal level and we feel 100% confident that they have our best interest in mind when handling our investments.
Communication and professionalism at its best!
We wanted to be sure we would be ready when retirement came and be able to live our golden years in the same or better lifestyle as we were accustomed to. That’s where Ryan, Molly and the ClearPath Team came in. Highly recommended by a friend a stage ahead of us, they have listened and guided us all along the way, investing our money in the most efficient and responsible way. Through the years we’ve tweaked things for various reasons and it takes just a phone call and they are quick to meet with us, hear us out and show us the way to make it work.
They get to know you on a personal level and we feel 100% confident that they have our best interest in mind when handling our investments.
Communication and professionalism at its best!
Their guidance around retirement planning—especially income strategy and risk management—has given us real peace of mind. They’re responsive, patient, and steady during market ups and downs, which makes a huge difference.
We feel supported, informed, and confident about the years ahead, and we trust them completely. Highly recommend ClearPath Financial Partners.
Their guidance around retirement planning—especially income strategy and risk management—has given us real peace of mind. They’re responsive, patient, and steady during market ups and downs, which makes a huge difference.
We feel supported, informed, and confident about the years ahead, and we trust them completely. Highly recommend ClearPath Financial Partners.
What sets Ryan, Molly and the team apart is their unwavering commitment to going above and beyond. They don’t just manage our investments; they take the time to understand our evolving goals, anticipate our needs, and offer thoughtful strategies that align with both our short-term plans and long-term vision. Their advice is always tailored, never generic, and we’ve consistently felt that they are looking out for what’s best for us — not just financially, but personally.
Over the years, he and Molly have become more than just our advisors — they are a true partner and confidant. The peace of mind we’ve had knowing our financial well-being is in such capable hands is priceless. We’re incredibly grateful for their guidance and integrity, and we wholeheartedly recommend them to anyone seeking not just a financial advisor, but a lifelong ally.
What sets Ryan, Molly and the team apart is their unwavering commitment to going above and beyond. They don’t just manage our investments; they take the time to understand our evolving goals, anticipate our needs, and offer thoughtful strategies that align with both our short-term plans and long-term vision. Their advice is always tailored, never generic, and we’ve consistently felt that they are looking out for what’s best for us — not just financially, but personally.
Over the years, he and Molly have become more than just our advisors — they are a true partner and confidant. The peace of mind we’ve had knowing our financial well-being is in such capable hands is priceless. We’re incredibly grateful for their guidance and integrity, and we wholeheartedly recommend them to anyone seeking not just a financial advisor, but a lifelong ally.

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.
