Our Why ClearPoint Financial is a financial advocate for those who need assistance making complex decisions about how to reach or maintain financial independence. We inspire our clients to make informed decisions through education, communication, and service that exceeds their expectations. Our success is built upon trust, proactive service, state of the art planning tools and a disciplined investment process. We gain tremendous satisfaction from helping our clients achieve their financial goals. Have a Question Name Email Phone Question Thank you! Oops!