About ClearPoint Financial

Focused Exclusively on Corporate Retirement Plans

As a fiduciary, you are not just responsible for the integrity of your company’s retirement plan – you’re personally and professionally liable for it.

Through ClearPoint Financial’s fiduciary oversight programs, we can help you seek protection from liability, enhance your plan’s investment opportunities and help participants feel more secure about their future.

Experience, Leadership & Accountability

We Know the Retirement Plan Market. Unlike other firms that spread themselves thin attempting to do anything and everything financial, ClearPoint Financial is an independent advisory firm dedicated solely to the retirement plan market. We focus our efforts on one specialty because you and your plan participants deserve our full attention. The quality of our work reflects the quality of our people. Our professionals possess significant industry experience and training, and have access to unparalleled resources.

You. Our expertise and conflict-free business model deliver tangible client benefits. We are committed to helping you address corporate liability related to your company’s retirement plan, while also working to contain costs and manage regulatory requirements.

Your Plan Participants. Every participating individual benefits from our knowledge and proactive service. It is a top priority for us to enhance each person’s understanding of investment opportunities and assist them in the pursuit of their financial goals.