FEE-ONLY

We are paid directly by our clients and do not accept commissions or third-party fees. This protects us from conflicts of interests.

COMPREHENSIVE

Our Comprehensive Wealth Planning incorporates the entire balance sheet into a holistic plan designed to meet our clients wealth and legacy goals. 

OUR PURPOSE:

TO CREATE LASTING VALUE FOR OUR CLIENTS AND THEIR FAMILIES

OUR FOCUS:

YOUR life: who you are.

YOUR wealth: what you value.

Your goals: how you measure success. 

FIDUCIARY

As fiduciaries, we are held to the highest legal standard in the financial industry and must always act in the best interests of our clients.

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.

EXPERIENCED

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.