Welcome

United to bring you more solutions, expertise, and possibilities.

ClearPath Financial Group is excited to welcome Bob Walsh and his team to the ClearPath family.

We are honored to serve you, and we want to assure you that the professional, attentive service you’ve come to rely on will continue, now supported by an expanded team and deeper resources.

Who We Are
ClearPath is a tax-first financial services firm dedicated to helping individuals, families, and business owners gain clarity and confidence in their financial lives. In addition to providing comprehensive tax and accounting services, our team offers end-to-end financial solutions across tax planning, business advisory, payroll, wealth management, and more. Our commitment is simple: deliver high-quality expertise with the personal attention every client deserves.

What to Expect

Your advisor will remain engaged throughout this process to ensure a smooth, seamless transition. All services will continue to operate just as they previously have.

Importantly, the office location will remain the same, and you will continue working with the same trusted team you know. Bob, Duan, Jenifer, and Alice will all be joining us as part of this transition, ensuring continuity, familiarity, and the same high level of service throughout and beyond the integration.

How This Transition Benefits You

We’re expanding your tools—not replacing what works. Clients now have access to:

Broader tax planning resources
Business advisory support
Integrated wealth & financial planning services
Payroll & accounting solutions for growing brands
A larger bench of professionals when questions get complex

We look forward to serving you and continuing the relationship you have established with Bob and his team, now with even more ways to support you. If you have any questions, our team is here and ready to help.

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Our Tax Lifecycle

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory.

“ClearPath” is the brand name under which ClearPath Financial Group, LLC, ClearPath Tax & Accounting, LLC, ClearPath Tax & Accounting II, LLC, ClearPath Wealth Management and ClearPath Consulting & Insurance, LLC provide professional services.

ClearPath Financial Group, LLC, ClearPath Tax & Accounting , LLC , and ClearPath Tax & Accounting II, LLC are not licensed CPA firms and practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. KPN Enterprises, LLC is a licensed CPA firm that provides attest services to its clients. ClearPath Wealth Management is a Registered Investment Adviser. Its representatives comply with the filing requirements of the states where it maintains clients.

ClearPath Wealth Management LC is a Registered Investment Advisor headquartered in Overland Park, Kansas. ClearPath Wealth Management LC and its representatives comply with the filing requirements of the states where it maintains clients. ClearPath Wealth Management LC may only transact business in states where it is appropriately registered or qualifies for an exemption or exclusion from registration requirements.

This website is intended to provide general information about ClearPath Wealth Management LC’s advisory services, alongside access to additional investment-related information, publications, and links. Any visitor or prospective client should not construe the publication of this website as a solicitation to execute securities transactions or as a source of personalized investment advice.

ClearPath does not make any representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of information prepared by any unaffiliated third party, whether linked to our website or included herein, and does not assume responsibility for such third-party information. All content provided by unaffiliated sources is solely for convenience and informational purposes, and users should verify any content before relying on it. No client or prospective client should consider any of this website’s content as a substitute for personalized advice from ClearPath or from any other investment professional.

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