The People Behind Your Plan
About money & clarity
Money & Clarity is a small, senior team by design. When you call, you reach the people who actually know your situation, not a call center and not a stranger reading from a script.
meet our dedicated team
The People Behind Your Plan
We create holistic financial plans built to last, managing the risks that come with a long retirement. Our goal is to help clients build a legacy plan, one that ensures what they leave behind works for their family when they're gone.
Wes Cuprill, CFP®
Partner | Based in ohio
Wes is no stranger to the financial advisory world, one could argue he was born into it. Growing up, he watched Dan approach the work every day with devoted passion and enthusiasm, and it's that same energy he now brings to his own role as an investment advisor representative, working tirelessly to strengthen client relationships and deliver the best service we possibly can.
A graduate of Indiana University's prestigious Kelley School of Business, Wes worked in supply chain at Baxter Healthcare before joining Money & Clarity.
Dan Cuprill, CFP®
Holistic Financial Planner | Based in Ohio
A respected leader in the financial services industry, Dan is a prolific writer and communicator whose work has appeared in The Wall Street Journal, Investor's Business Daily, USA Today, and The Cincinnati Enquirer.
He's committed to the art of holistic planning, and often compares personal finance to personal health: what works well for one person can be harmful for another. So everything begins with a thorough, detailed analysis of your current strategy, across every area of your financial life.
Known for his polite candor, Dan won't steer clients into speculative strategies like stock picking, market timing, or cryptocurrency. His practice is best suited to people who want a true advocate across all of their financial matters.
Fred Taylor, CFP®
Wealth & Investor Coach | Based in Georgia
Fred is a wealth and investor coach, and the founder and President of Professional Associates Wealth Coaching, Inc., based in Marietta, Georgia.
An active speaker, lecturer, and writer, he has taught at national and international conferences, symposiums, and civic events, and authored numerous published articles. He has shared the stage with notable figures including former President Gerald Ford, former Israeli Foreign Minister Abba Eban, and investment icons Sir John Templeton and Phillip Carret. He's been profiled in Business Atlanta and was a longtime guest on Atlanta's WRNG and WSB radio.
Fred finds his work most rewarding when he's teaching and mentoring through his four-year, quarterly “Investor Education Seminar” series, his monthly “Separating Investment Myths From Truths” class, and his periodic Investor Boot Camps.
Trena Powell
Operations Director | Based in FL
Trena is the glue that holds everything together. With more than ten years at the firm, she's the primary service contact for every one of our clients, the person you'll actually reach when you need something, and she does it all from her home in Florida.
From First Conversation to Ongoing Plan
How Your Plan Comes Together
01
Understand Your Full Picture
We start by learning about your goals, your timeline, and the risks that concern you most, before any plan or product enters the conversation.
02
Build a Coordinated Plan
Investment management, retirement income, tax planning, and legacy planning are brought together into one plan, not five disconnected services.
03
Put the Plan Into Action
We implement the plan with the same small, senior team you met at the start, so nothing gets handed off or lost in translation.
04
Adjust as Life Changes
Retirement isn't static. We revisit your plan as markets, health, and family circumstances shift, so it keeps working for as long as you need it to.