We are paid directly by our clients and do not accept commissions or third-party fees. This protects us from conflicts of interests.
Our Comprehensive Financial Planning incorporates the entire balance sheet into a holistic plan designed to meet our clients wealth and legacy goals.
Investment advice offered through IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management LLC is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
As a fee-only fiduciary, we are held to the highest legal standard for financial advisors and investing and must always act in the best interests of our clients.
We are a member firm of IPI Wealth Management. Started in 1987, IPI has 48 locations and has been previously named by Financial Times as a Top 300 RIA Firm.