ClearMind Capital
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About
ClearMind Capital is a fee-only financial planning and wealth management firm serving individuals and families with a long-term, advice-first approach. The firm works closely with clients to organize their financial lives, coordinate investments and taxes, and build a clear plan for retirement and major life decisions.
Our process centers on ongoing planning, disciplined portfolio management, and regular conversations that keep decisions aligned with personal goals. Clients receive guidance on retirement income, tax-efficient investing, Social Security timing, account transitions, and cash-flow planning. Meetings are currently held virtually, allowing flexible scheduling and consistent communication.
Meetings are currently held virtually, with plans for an in-person office in the German Village area of Columbus.
Fee-Only Independent Financial Planning Firm. Retirement Planning, Social Security, Medicare, Tax Planning, & Getting The Most Out of Your Wealth
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