ClearPath Financial Partners

ClearPath Financial Partners is a financial planner in Shrewsbury, Massachusetts. The firm provides comprehensive financial planning and customized investment advisory services, and its work covers financial planning, investment management, tax strategy, retirement planning, and estate planning. Financial planning services include aggregation and evaluation of all assets, goal-oriented plan design and action steps, "what-if" scenarios to stress-test a plan, Monte Carlo simulations, and equity compensation and stock plan analysis for RSUs, ISOs, NSOs, ESPP, and ESOP. Investment management includes core portfolios of institutional mutual funds and ETFs, access to individual securities, annuities, bonds, CDs, separately managed accounts, and alternative investments, plus customized strategy based on family goals, risk tolerance, and tax sensitivity. Tax strategy covers income tax analysis and projections, coordination with tax professionals, and management of investment tax liability and tax harvesting. Retirement planning includes cash flow projections, income planning, IRA distribution strategies, and social security and pension evaluation. Estate planning covers estate conservation and legacy planning. The firm serves clients in Northborough, Southborough, Westborough, Hudson, Marlborough, Hopkinton, Shrewsbury, Berlin, Boylston, Ashland, Bolton, Stow, Grafton, and Upton.

ClearPath Financial Partners operates as a team of client-dedicated professionals who deliver proactive service, with specialized skills spanning back-office operations to investment management. The team listens, collaborates, and plans with clients rather than for them, and its wealth management services progress toward goals while remaining ready to pivot and rework a plan as life changes. The firm states that it is a fiduciary to its clients, putting their best interests first, and its client experience begins with understanding goals and then building a customized strategy. Ryan M. Kittredge, CFP, ChFC, EA, is president and financial advisor and has been delivering financial guidance to clients for over 18 years. He oversees the firm's strategic vision, and his client relationships are built on trust and professionalism, enhanced by proactive guidance and a collaborative approach. A Worcester native and graduate of Saint John's High School in Shrewsbury, he attended Loyola University in Maryland on an academic scholarship and earned a bachelor's degree in finance. He is a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Financial Consultant, and an IRS Enrolled Agent, and he co-hosted a weekly financial planning radio show for over a decade. Molly A. Brown, CFP, AEP, is a partner and financial planner. The team also includes Kelly Stadtherr, client service associate, and Lindsay McCarthy, executive assistant. The firm supports causes its employees and clients are passionate about through corporate donations, sponsorships, and volunteering.

ClearPath Financial Partners sits on East Main Street in Shrewsbury, a short distance from North Quinsigamond Avenue. Sewall Brook is about half a mile away, as are Brooklawn Parkway Pond, a nature preserve, and Poor Farm Brook.

The firm holds a rating of 5.00 from the customers who have reviewed it.