OUR PURPOSE:

provide clarity and confidence by helping clients understand and meet each of their financial 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.

OUR FOCUS:

YOUR LIFE:  who you are.

YOUR WEALTH:  what you value.

yOUR GOALS:  what matters.

FIDUCIARY

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.

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.

COMPREHENSIVE

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

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.