Home Careers Privacy Contact Resources Locations Search Personal Business Mortgages Investments Digital Investment Services INVESTMENT HOME INVESTMENT TEAM PRODUCTS SERVICES SCHEDULE AN APPOINTMENT INVESTMENT RESOURCES Which Investment Service is Right for You? At Clear Mountain Investments, we are dedicated to providing access to a full array of investment service options for your financial planning needs. Whether you are looking for Asset Allocation, College Savings, Risk Management, or Business, Retirement or Estate Planning, our knowledgeable and experienced team can help you through the process to determine your options. Our Investment office is located in Morgantown, WV and proudly services North Central West Virginia and Oakland, Maryland. Contact our team today to learn more. View Investment Services Please view the various Investment services offered by Clear Mountain Investments advisors for all of your financial planning needs. We invite you to contact our team to help guide you through the various financial services. Asset Allocation The implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio. Asset allocation does not ensure a profit or protect against a loss. Business Planning Business planning typically has two key aspects, one focused on making profits and the other focused on dealing with risks that might negatively impact the business. Retirement Planning The process of determining retirement income goals and the actions and decisions necessary to pursue those goals. College Savings Allow individuals to contribute to an account to pay a beneficiary’s qualified higher education expenses, such as tuition, fees, books, supplies, and room and board. Estate Planning Preparing for the transfer of a person's wealth and assets after his or her death. Risk Management The forecasting and evaluation of financial risks together with the identification of procedures to avoid or minimize their impact. Sign Up For A Free Financial Review Allow our Investment team to provide a free financial review in order to create a custom plan tailored to your specific goals and needs. Sign-Up Now Schedule An Appointment With An Investment Specialist Have questions? Not sure where to start? No worries. Allow our team at Clear Mountain Investments to help get you started. It’s easier than you think! Schedule Now Home Careers Privacy Contact Locations Site handcrafted by The Stick Co. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of the Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WV, MD, PA, VA, OH, CT, FL, GA, IN, NC, NJ, SC, and WA.