A complete list of active advisors currently associated with Clear Point Advisors, Inc.

Warmer can help you find a great advisor at Clear Point Advisors, Inc. or one who fits your needs even better.

Clear Point Advisors provides personalized, fee-only investment management and financial advisory services to individuals, retirement and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages client portfolios primarily on a discretionary basis and also offers retirement plan consulting and non‑investment financial planning when requested. The firm organizes portfolios around an asset-allocation framework with global diversification and may implement tactical adjustments; it draws on fundamental, technical and cyclical analysis as well as third‑party research and planning tools to monitor holdings. Clients receive quarterly performance and allocation reports, periodic in‑person or virtual reviews, and optional planning analyses such as Monte Carlo simulations to assess retirement and cash‑flow needs. Compared with many peers, Clear Point explicitly provides participant education and workshop offerings as part of its retirement plan consulting—a relatively uncommon service among similar team firms—and also conducts due diligence and ongoing monitoring when recommending unaffiliated private investment funds (for qualified investors), including private REITs, BDCs, private credit and private equity. The firm operates without commission products, offers written and limited‑scope planning engagements, and provides account aggregation tools to consolidate clients’ investment information.

To learn more about the advisors currently working at Clear Point Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.