Clear Trace Financial

Fee-Only with YOUR Interest FIRST

Ed Nelson, ChFC

Ed graduated from Bellarmine University (Cum Laude) with a degree in Business and Fine Art. After several years in private industry and as a management consultant for a Big Four accounting firm, he pursued his Chartered Financial Consultant education through The American College. His desire to help families that traditional advisors and large firms ignore lead him to found Clear Trace, LLC. The firm is a Registered Investment Advisor.
Over twenty five years of experience in business, finance, and technology gives us a unique perspective on things. An emphasis on cost reduction and efficiency ensures that we provide service at reasonable, fair rates.

We enjoy bringing a convergence of education, financial, and life planning to our clients. After all, what good is your money if you cannot use it to enhance your lifestyle and achieve your goals?
When we take on your business, we protect and care for your family as we would our own. We do this work to help people. We respect your privacy and will never your disclose your information, of any kind, without your express permission.

Ed is married with two children. He enjoys outdoor activities and photography. In particluar, he enjoys cycling and supports the Norton Cancer Institute ( http://biketobeatcancer.org)  and the American Diabetes Association through charity bicycling events.