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ClearPath Financial Partners

EST. AUM
$200,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website clearpathfinancialpartners.com
Client types

Overview

ClearPath Financial Partners is an independent, fiduciary wealth management firm serving professionals, retirees, and families across Central and MetroWest Massachusetts. ClearPath Financial Partners delivers planning-led investment management with emphasis on retirement readiness, tax-smart income, and multi-year estate planning. The team brings 19+ years of client service and advanced credentials, pairing a collaborative planning process with customized portfolios. ClearPath Financial Partners operates with LPL Financial for brokerage and custody and Private Advisor Group for registered investment adviser oversight. Clients receive proactive communication, high-touch service, and comprehensive guidance designed around goals, risk tolerance, liquidity needs, and evolving life circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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