Contact Us

Financial Advisors for GE Aerospace Executives and P&G Executives in Cincinnati

Schedule Your Consultation

Juggling so many responsibilities as a business leader can be exhausting. How do you find time to figure out your equity compensation or tax-reduction strategies?

Thankfully, our team of professionals can manage your finances for you, helping you navigate even the most complex compensation packages and tax scenarios.
Get Answers About Your Financial Future
Schedule Your Consultation

Corporate Financial Planner, Cincinnati-Based and Focused on You

Clarity Wealth Management is an owner-advisory financial planning firm that specializes in guiding professionals—especially P&G and GE Aerospace executives—and retirees to develop a clear plan for the future.

What are your primary goals?

Gain financial independence

Diversify your investments

Build an emergency fund

Mitigate stock concentration risk

Optimize stock options and RSUs

Manage tax liabilities

Establish an estate plan

Give to charity

College planning

Let’s Explore Your Vision, Together

You deserve a partner who understands the unique challenges you’re facing and is dedicated to helping you achieve what matters most.
Get Started Today

The Benefits of Our Wealth Management in Cincinnati

True financial freedom comes from clarity and confidence in your plan. From the very beginning, we help you understand not just the “what,” but also the “why” behind every recommendation, so there are no hidden surprises and no unanswered questions. Our commitment to detail means we don’t overlook the small things that can make a big difference, helping you feel confident knowing that every piece of your financial plan is working together.

Manage your equity compensation

Let’s evaluate and manage your stock options, RSUs, deferred comp, and other equity-based benefits, so you’re not leaving money or opportunities on the table.

Build a tax-smart strategy

Our planning approach focuses on minimizing your tax burden both now and in retirement, integrating your compensation, investments, and long-term goals.

Create a financial road map

Gain clarity and confidence around major life decisions: career moves, family education costs, retirement timing, legacy planning, and more.

Long-term Planning Customized for You

Ready to chart a course for your financial goals? Our client-focused Clear Path Process™ breaks down the planning process into six steps, empowering you to create your life’s ideal path to and through retirement.
Step 1

Meet Your Guide

Start out by meeting our team and developing an individualized relationship that allows us to collaborate on a game plan that suits your needs.
Step 2

Plan the Hike

Next, let’s get our compasses in sync. We’ll assess your goals and expectations to create a strong partnership for the journey ahead.
Step 3

Guide Preparation

Your guide now begins to gather the necessary equipment and plans to prepare you for the path ahead.
Step 4

Gearing Up

With all the options prepared for your journey, you’ll collaboratively decide which path is the right fit for your financial needs.
Step 5

Hike the Plan

It’s time to embark on your financial journey toward retirement. Supported by your guide’s tools and knowledge, you’re better prepared for what lies ahead.
Step 6

Check Your FPS

You and your guide will continually check your Financial Positioning System, keeping you on track and able to adapt to the array of financial decisions you’ll face down the road.
Explore the Clear Path Process

Giving You Clarity and Confidence

Meet Our Team
Our transparent and educational approach is designed to provide you with confidence. With decades of advisor experience, we’re here to support you as true partners, and these relationships are the most important assets to our team.
From equity compensation strategies to investment strategy refinement to retirement planning for executives, our team is committed to your success. We offer a customized flat-fee planning structure for your first year to maintain objectivity and start our partnership on the right foot. And our independent ownership, supported by the resources of Commonwealth Financial Network®, keeps us committed to you for the entire journey.
Meet Our Team

Recent Articles from Clarity

View All Blog Posts

Avoid Concentration Risk With Portfolio Diversification

Worried about whether an unbalanced portfolio may jeopardize your retirement and long-term financial plans? For many executives, portfolio concentration is...
  • Insights, Uncategorized

Q2 2026 Market Update

Markets bounced back in a big way during Q2 2026. Strong earnings, easing geopolitical tensions, and AI enthusiasm pushed stocks...
  • Insights, Market Review

Golden Handcuffs: Executive Compensation Packages and Exit Strategies

RSUs, deferred compensation, and other kinds of executive compensation are often seen as upsides. But when you decide it’s time...
  • Uncategorized

Estate Planning for Executives: Shield Your Wealth

By Matt Held, CFP® Deciding what happens to your assets after you’re gone is difficult, both emotionally or logistically. However,...

  • Insights

Let’s Build a Strategy That Works for You

Your financial plan should be worthy of the exceptional career you’ve worked so hard to build. Let’s work together to bring it to life.
Schedule Your Consultation
Emily Miller
Administrative Assistant

Born and raised in Cincinnati, Emily earned a degree in finance from Miami University. After graduation, she spent 12 years in Charleston, South Carolina, working in compliance for a small broker-dealer. During that time, Emily obtained Series 7, 63, and 24 licenses, building a strong foundation in regulatory oversight and financial services.

Outside of work, Emily is a proud parent of three children, Reese (16), Parker (15), and Landon (11). A lifelong sports enthusiast, she enjoys watching games and attending live sporting events whenever possible. When it comes to favorite teams, The Ohio State Buckeyes top the list.

Courtney Greene
Client Services Director
Courtney joined the Clarity Wealth Management team in 2020 as a Client Services Specialist. After more than a decade of professional experience directing and managing a youth sports program, she brought a strong “people-first” mentality to our practice, which she applies to her work every day with Clarity Wealth Management.
Courtney excels in her role as office manager and in servicing our clients’ investment and insurance accounts. She’s also heavily involved in preparing meeting materials and assists our advisors with creating financial plans. Courtney loves helping clients find clear paths to their financial future and facilitating a top-notch client experience.
A Cincinnati native, Courtney enjoys hiking, baking, and game nights with her loved ones.
Matt Held, CFP®
Lead Advisor and Partner
Matt is the lead advisor and partner of Clarity Wealth Management. A native Cincinnatian, Matt takes extreme pride in this city and in the clients he works with every day. He began his financial planning career with Wachovia Securities Financial Network while attending The Ohio State University.
Matt has more than 19 years of experience working with corporate executives and young professionals looking to maximize the value of their financial resources and find better routes for their financial future. He values a collaborative approach so his clients have a guide for their journey with no opportunities overlooked.
Matt is currently Series 7 and 66 securities registered and is also licensed for health insurance. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2012 and has been named a Five-Star Wealth Manager in the Cincinnati area since 2013.*
*2013 – 2018, 2020 – 2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in September 2025 based on data gathered within 12 months preceding the issue date. 1789 advisors were considered, 191 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Jay Finke, CFP®
Founder and Managing Partner
Jay is the founder and managing partner of Clarity Wealth Management. After graduating from Valparaiso University, Jay initially took the entrepreneurial route and built his first company. After later selling the business, his detailed and analytical approach led him to the world of financial planning.
Jay has extensive experience helping corporate executives and retirees make informed decisions around retirement timing, equity compensation, and legacy planning. He and his team created the Clear Path Process™, an innovative and personalized planning process that helps each client find clarity in their path to and through retirement.
Jay is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 6, 63, and 7 registrations. He has extensive experience helping a wide range of clients, including corporate executives, retirees, professionals, business owners, and single females, who are looking for a guide to take them on a path to their financial future. He has been named and listed in Cincinnati Magazine as a Five-Star Wealth Manager in the Cincinnati Area since 2012.*
*2012 – 2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in September 2025 based on data gathered within 12 months preceding the issue date. 1789 advisors were considered, 191 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.