Financial Advisor in Ada, Michigan
Introduction
Ada is home base for ClearPath Wealth Strategies. From our office at 4400 Hickory Grove Court, just outside Ada Village, Kevin Roskam and our team engage in panoramic financial planning for successful families and top-of-their-field professionals across Ada, Forest Hills, Cascade, and the east side of the Grand Rapids metro. Through our proprietary process, The Guidepost FORMula, we take all the pieces of your financial puzzle and put them in place — so you can pursue financial independence with clarity.
Who we serve here
Ada and the surrounding communities are full of people who've built something worth protecting. We regularly work with:
- Successful families who want to organize their financial lives into an easy-to-understand format and secure a family investment legacy
- Top-of-their-field professionals — executives, medical professionals, and leaders at the area's major employers — who aspire to a work optional lifestyle
- Business owners balancing the business, the family, and what comes next
- Pre-retirees and retirees who want income, taxes, and investments coordinated in one plan that adjusts as life unfolds
What we do
The Guidepost FORMula integrates every piece of your financial life and continually adjusts as your critical life and financial events unfold. Services available from our Ada office include:
- Wealth management
- Risk and debt management
- Income and tax-efficient planning
- Legacy and philanthropy planning
- Coordination with estate planning attorneys, CPAs, and other professionals
Why ClearPath?
We recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with the clients we are most suited for — and to deliver an elevated client experience because of it. There is no winging it; nothing is left to chance.
The ClearPath Team
Kevin Roskam, Owner/Financial Advisor, coordinates the financial planning process with "the Heart of a Teacher," helping you understand your plan and what it takes to work toward your goals. Erin Ayala, Office Manager, keeps the firm running smoothly with a people-first approach that makes every client feel supported. Meet the team.
Want to Learn More?
Click here.
Ready to talk?
Schedule A Call → Or call 616-415-0515.
FAQ
Where is your Ada office? We're at 4400 Hickory Grove Court in Ada — minutes from Ada Village, Forest Hills, and Cascade, and open Monday–Friday, 8:00 AM–5:00 PM, with weekends by appointment.
Do you serve the wider Grand Rapids area from Ada? Yes. Our Ada office serves clients across Greater Grand Rapids, from East Grand Rapids and Cascade to Rockford and beyond.
What makes ClearPath different? Our proprietary process, The Guidepost FORMula, moves through three D's — Discover, Design, and Deploy — and continually monitors your critical life and financial events to keep your plan on track.
How do I get started? Use the Schedule A Call button or call 616-415-0515. We'll start with a conversation to see if we're the right FIT for each other.