About Us

Clear Trace, LLC is a registered investment advisory firm, practicing fee-only financial planning. We are dedicated to helping individuals and organizations save, invest, and accumulate wealth successfully. Our advisory practice is rooted in financial and tax planning and uses the most current information about financial markets to develop and maintain investment portfolios.

Our focus is to simply make your life better by focusing on your goals and THEN structuring your financial life around them. What good is money if you are not on track to do the things that you want to do?

Business size

1-10 employees

Commercial presence