ClearMind Capital LLC
Clarity Today. Confidence Tomorrow.
5.0
Fee-only fiduciary financial planning that puts your life first, offering clarity and confidence for retirees and families navigating their next chapter.
About
ClearMind Capital LLC is a registered investment adviser offering fee-only fiduciary financial planning services. They specialize in retirement planning, wealth management, and the Integrative Wealth Advisor® designation, which aligns financial decisions with clients' identity, values, and long-term vision.
The firm provides the CALM Assessment™ to help clients understand their relationship with money, facilitating clearer financial decision-making. Services include income security, purpose & legacy planning, and personalized retirement roadmaps. ClearMind Capital operates nationally, serving clients virtually, and is based in Columbus, OH.
Services
Retirement Roadmap
A personalized plan to help clients navigate their next chapter, ensuring clarity, confidence, and a trustworthy financial strategy for retirement.
CALM Assessment™
A short, human-centered assessment designed to surface behavioral patterns, priorities, and stress points around money, offering a calmer lens for greater clarity.
Integrative Wealth Advisor® Services
A holistic approach that aligns financial decisions with clients' identity, values, and long-term vision, drawing from ancient wisdom, modern psychology, and strategic coaching.
Credentials & Certifications
Reviews
