Clarity for the life you're building.
We help you feel confident about life's biggest financial decisions. Independent, fee-only advice for individuals, families, and the businesses that employ them.
Provided by actual humans. Yes, we still exist.
What our clients say
I highly recommend Nick as a financial advisor! He is knowledgeable, professional, trustworthy, and genuinely cares about his clients. Nick takes the time to listen, explain things clearly, and make sure I feel comfortable and confident with my financial decisions. I truly appreciate his guidance, patience, and personal attention. It gives me great peace of mind knowing that I have someone like Nick helping me plan for my financial future. I’m very grateful for everything he has done and would highly recommend him to anyone looking for a financial advisor they can trust!
Amy N. | Client | October 2026 | Verified review
I have had several previous advisors, and I can honestly say that Nick has impressed me the most. He is extremely helpful and engages with me often. My portfolio has done remarkably well, and I feel comfortable in my decision to retire early. I strongly encourage you to give Nick and his team an opportunity to prove their value to you.
Cyndi E. | Client | October 2026 | Verified review
I have been working with Nick for over 3 years now, and I couldn’t be happier with the service and expertise he provides. Nick’s deep understanding of financial planning and investment management is evident in every interaction. He listens and then sets my financial goals to align with my needs. It’s personalized service at its best.
Kelly G. | Client | February 2025 | Verified review
ClearMind Capital has truly helped guide us in our financial planning. They break down concepts so it’s easy to understand and are always available to answer questions. They provide a very personalized experience and unlike other advisors, they proactively reach out to us to connect on a regular basis.
Danielle B. | Client | September 2026 | Verified review
Nick is a fantastic communicator. In a world where financial literacy is not often taught, Nick excels at breaking down details and delivering information in a way that’s palatable. I have recommended ClearMind Capital to several friends and family members.
Zane | Client | January 2026 | Verified review
These testimonials were provided by current clients of ClearMind Capital LLC and verified by Wealthtender, an independent review platform. No compensation was provided in exchange for these testimonials, and no known material conflicts of interest exist. The reviews shown are a selection, are not representative of the experience of all clients, and are not a guarantee of future performance or success. To read all reviews, visit our Wealthtender profile.
Which one sounds like you?
Private Wealth
For individuals, couples, and families. Start with the two money questions on your mind. We answer those first and handle the rest of your plan in the background.
Explore Private WealthWorkplace Retirement
We help businesses build better 401(k) and cash balance plans, cover their fiduciary duties, and give their people a real shot at retirement readiness.
Explore Workplace RetirementEvery plan starts with two questions
These are three of the Clarity Cards we start with. Which ones are on your mind?
When did you last see the whole picture in one place?
Your tax return, your insurance, your investments, your goals. Most people have never had one person look at all of it together. If that's you, that's exactly where we start.
When your financial foundation is solid, it shows up everywhere else. In how you show up as a spouse, a parent, a decision-maker. Everyone has a story. Ours is making sure the financial side of yours is never the part that holds you back.
The things people ask first.
What does fee-only mean?+
We’re paid only by you, never through commissions or product sales. That keeps the advice about you and your goals.
Are you a fiduciary?+
Yes, at all times. As an independent registered investment adviser, we’re legally bound to act in your best interest.
Do I have to fill out a long form to talk to you?+
No. Pick the scheduler that fits (for you and your family, or for your company’s 401(k)) and book a short call. There’s a spot to tell us what’s on your mind, and after you book, an optional page of quick questions if you want to give us a head start. If you’d rather we reach out to you, just send your name and email.
Do you work with both individuals and businesses?+
Both. Private Wealth serves individuals, couples, and families. Workplace Retirement serves employers and plan sponsors. One firm, one standard of care.
Where are you located?+
We’re a fee-only, fiduciary financial planning firm based in Columbus, Ohio. We work with individuals and families across Columbus and nearby communities (including Dublin, Worthington, Bexley, Upper Arlington, and Westerville) and virtually with clients nationwide.
Let's start with a conversation.
Book a quick intro call
Rather write? Send us a note or call (614) 618-0108.
