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Providing Clear Advice to Families & Business Owners

Why Choose Clear Advice Financial?

We simplify the complex. In a complicated and constantly changing world we are passionate about helping our clients reach their goals, save time and money, and simplify their lives. We achieve this by helping our clients organize their finances through their Family Financial Roadmap™.

Our Services

Financial Advice

By leveraging our proprietary financial advisory process, we help clients organize, analyze and report on their entire financial life. We simplify advanced planning concepts, empowering our clients to have a greater impact on their financial and investment decision making. We call it The Family Financial Roadmap™

Investment Management

With a highly qualified team, Clear Advice has developed a customized approach to portfolio structuring. We do this by offering an array of low-cost, tax efficient ETF models and access to high quality alternative investments including real estate, private equity, hedge funds and private credit.

Insurance Planning

Insurance Planning

Through our proprietary Policy Audit Process and our Elite Underwriting Process, we provide clients with proactive risk management for life, disability and long-term care insurance.

The Family Financial Roadmap™

The Family Financial Roadmap™ offers clients a secure family-office style platform with global financial oversight. This advanced financial planning process is designed to help organize, coordinate, and report on your family finances with ease. Implementing a Family Financial Roadmap™ will bring together your key advisors (CPA & Attorney) to pro-actively engage in current and future decision-making process. We help our clients enjoy all life has to offer while maintaining controls over their finances.

Download the Family Financial Roadmap™ Process Now

Our Team

Eric Donner, CExP™, ChFC®, CAP®, CLU®

President and CEO
Clear Advice Financial

Josh Donner

Financial Planner,
Clear Advice Financial

Khala Watson

Associate, Client Services, IFP

Aaron Gilman

Chief Investment Officer, IFP

Pete Nunley

Director, Asset Management, IFP

Clear Advice Financial decided to partner and affiliate with IFP, Independent Financial Partners as its RIA and Broker Dealer based on their unique business model and value proposition. With their headquarters in Tampa, FL, IFP provides full support in the investment regulatory and compliance arena, allowing us to always put the client’s best interest first. For an additional fee, Clear Advice Financial is able to leverage the IFP talent and has on its team two CFAs, Chartered Financial Analysts, allowing us to research and deliver customized wealth management solutions.

Get Started Today

We welcome the opportunity to speak with you about your goals and to exploring how Clear Advice can help simplify your life.




Out of clutter, find simplicity.
— Albert Einstein