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Our team is committed to equipping you and your family with the knowledge and tools to plan your best financial future. As a boutique firm with over 50 years of combined experience, we have the expertise and adaptability to get you on your personalized clear path.


Meet the Guides Who Will Take You Through The Clear Path Process TM

Jay A. Finke, CFP®

Founder and Managing Partner

513.745.7095

ClarityWealth@LFG.com

Jay is the founder and managing partner of Clarity Wealth Management. After graduating from Christ College, the Honors Program at Valparaiso University in 1981, Jay established himself as a young professional and entrepreneur, creating...

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Matt Held, CFP®

Lead Advisor and Partner

513.745.7073

ClarityWealth@LFG.com

Matt is the lead advisor and partner of Clarity Wealth Management. He began his financial planning career with Wachovia Securities Financial Network while attending The Ohio State University and since then has had over 10 years of...

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Hope Young

Client Services Specialist

513.745.7092

ClarityWealth@LFG.com

Hope joined the Clarity Wealth Management team in 2002 as a Financial Planning Assistant. Prior to 2002, she worked as an administrative assistant at Procter and Gamble for over 20 years. In this position, she grew as a professional and...

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Through our affiliation with Lincoln Financial Advisors (LFA) - a member of the Lincoln Financial Group, a Fortune 500 Company - we have access to a national team of attorneys, investment specialists and wealth management directors who always available to assist us and our clients in putting together the best plan and path for our clients’ futures.

LFA endeavors to be the country’s premier fee-based planning firm and was the first firm honored by the Financial Planning Association. Our national planning team of 40+ members ensures that our work with you is comprehensive, up-to-date and appropriate for your situation. As a member of Lincoln’s Premier Partners and a lifetime member of The Resource Group, the invitation-only elite membership groups within LFA, we have access to the top minds and advice that the industry has to offer and use these resources to help our clients find and stay on their financial path to the future.

Learn more About Our National Team