Online Fee-Only Financial AdvisorTechnology-driven fee-only financial and investment advice- Online Advice from a Human AdvisorChoose between an all online program and virtual wealth management services
Investment ServicesEntirely online investment recommendations for your 401(k), 403(b), SEP, SIMPLE, or other employer-based retirement plan, plus online management for your IRA, Roth IRA, and other investment accounts.
Virtual Wealth ManagementHolistic financial advisory services incorporating insurance, income tax, and protection planning services provided at a discount for virtual client relationships.Visit Clear Financial for more information on wealth management services. Serving clients nationwide. - About UsOnline services for any advice need
Flexible EngagementsAs financial advisors first and foremost, we take a non-sales approach to financial services. Our flexible engagement options fit just about any financial advice need.Our investment philosophy is based on our economic and academic backgrounds.
Books and WritingWe believe it is important to educate our clients on our investment philosophy with our blogs, writing, and videos.Learn more about our investment approach in our book Clear Investing, Intentional Investing or at our blog published by Forbes.
Additional ServicesNeed more comprehensive advice? We offer hourly and comprehensive wealth management services, as well as income tax preparation.
