Have a question?
We welcome the opportunity to meet with individuals and organizations of all sizes. While we serve a wide range of industries, our ideal clients value trusted relationships, proactive service, and long-term financial partnership.
Yes. While we’re proud of our regional roots, we serve clients across the country—especially those with multi-state operations, licensing requirements, or complex tax and compliance needs.
Absolutely. We partner with entrepreneurs and startups to provide guidance on entity selection, accounting system setup, tax planning, and financial forecasting—so your business has a strong foundation for growth.
Yes. We’re always open to conversations with individuals and businesses looking for experienced, responsive advisors who take a personal interest in their success.
ClearPoint is newly independent, but far from new. Our leadership team brings decades of experience from respected firms, and we’re committed to delivering the same high-quality service—with a fresh perspective and a renewed focus on local leadership and client relationships.
