The Clear Path Advantage

At Clear Path, it’s personal. We are an independent, investment advisory firm whose mission is to guide you with clarity and transparency toward achieving your goals. We believe in treating you like family and take pride in supporting you through life’s opportunities and challenges. We have decades of experience helping clients achieve their financial goals, and you can trust us to provide objective, expert advice and solutions that deliver financial confidence. At Clear Path, your financial well-being is at the heart of everything we do.


We get to know who you are and what your financial needs are today, as well as your hopes and dreams for the future. We understand financial planning and investment management can feel overwhelming, so we are here to provide customized guidance and care every step of the way. Count on us to always listen, tell you what you need to know in a direct, honest way, and to put your best interests first. At Clear Path, our name reflects what you can expect from us: clarity, consistency and expert guidance so you can feel confident about your financial future.

A Bright Future Awaits

427 Bedford Road, Suite 310
Pleasantville, NY 10570
Phone: 914-747-5575
1421 Tidal Mill Place
Daniel Island, SC 29492
Phone: 843-891-5575