Life is Full of Uncertainty.
Your Financial Future
Should Never Be.
Expert financial solutions intersect with precision. Count on us to manage your wealth with unwavering accuracy, reliability, and a dedication to fueling your growth.
Begin Your JourneyOur Philosophy
At Money & Clarity, our approach is holistic and comprehensive. We craft financial plans tailored to your unique situation, eliminating confusion, fear, and worry by bringing clarity to complex financial concepts.
"We give our clients understanding not just about their financial situation, but about the beliefs and emotions that can drive success."
Through education and coaching, we provide the foundation for lasting financial confidence. While other approaches create unnecessary complexity, we deliver understanding and precision.
What Sets Us Apart
Comprehensive Planning
Tailored financial strategies designed specifically for your unique goals, circumstances, and aspirations.
Educational Approach
We believe in empowering our clients through education, ensuring you understand every aspect of your financial plan.
Ongoing Support
Your financial journey doesn't end after the plan is created. We provide continuous guidance and adjustments.
Wes Cuprill, CFP®
Investment Advisor Representative
Wes is no stranger to the financial advisory world. One could even argue that he was born into it. Growing up, Wes watched Dan approach his work every day with devoted passion and enthusiasm.
It's that same passion and enthusiasm that Wes brings to his role as an investment advisor representative, working tirelessly to strengthen client relationships and ensure we deliver the best possible service to them.
Wes is a graduate of Indiana University's prestigious Kelley School of Business, and before joining Money & Clarity, he worked in supply chain with Baxter Healthcare.
Meet the TeamOur Process
Clarity Through Understanding
We believe that true financial confidence comes from understanding. Our process is designed to eliminate complexity and provide you with a clear path forward.
- Comprehensive financial assessment and goal setting
- Customized strategy development aligned with your values
- Clear implementation plan with actionable steps
- Ongoing monitoring and strategic adjustments
- Regular education and coaching sessions
Built on Trust & Expertise
Led by experienced professionals including CFP® advisors, our team brings decades of combined experience in financial planning, investment management, and client education.
We are a registered investment adviser committed to acting in your best interest. Our fiduciary responsibility means your success is our only priority.
Ready to Bring Clarity to Your Financial Future?
Schedule a consultation to discover how we can help you achieve your financial goals with confidence and clarity.
Schedule Consultation
Money & Clarity is a registered investment adviser with its principal place of business in the State of Ohio. Money & Clarity and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Money and Clarity may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about Money & Clarity is also available on the SEC's website at www.AdviserInfo.sec.gov.
Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.
The firm is not engaged in the practice of law or accounting. The firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about the Firm including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.