Cincinnati, OH E Business Way Office

Money & Clarity serves institutional and pooled investment interests and does not report retail individual clients; the firm reports $210 million in assets under advisement and provides advisory services that include selection of third‑party money managers, advisory support for self‑directed brokerage accounts within retirement plans, and financial planning and educational programming. It also operates a consulting line that offers coaching and business systems to other financial advisers, alongside traditional advisory offerings.

The firm’s investment work centers on recommending and monitoring third‑party, model‑driven managers and program platforms rather than running large proprietary discretionary strategies in‑house, and it generally advises on asset allocation by asset class while relying on sponsor or manager models for security selection. Money & Clarity uses periodic reviews and platform monitoring to align recommended managers and programs with client objectives and distributes research and guidance through seminars, workshops, and written materials.

Compared with typical investment managers, the firm combines institutional advisory and platform‑selection activity with a small‑business advisor coaching practice and several subscription‑based products (including monthly newsletters and marketing/coach subscriptions), and it charges and receives compensation in forms beyond a simple percentage‑of‑AUM—often via subscription fees, embedded fund expense ratios, or referral/tri‑party arrangements with third‑party managers. The firm’s active use of low‑cost educational seminars and published periodicals for dissemination of guidance, plus its role as advisor‑of‑record for certain pooled or plan‑related funds, are atypical features for a manager focused on pooled and institutional assets.