Creating retirement plans that get employees closer to retirement readiness, reduce administrative hassle & protect fiduciaries.

Clear, Easy & Effective


Park and Elm Investment Advisers LLC, dba ClearPoint Financial Partners

Recorded 3-6-2020

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.