Money & Clarity

Money & Clarity

Founded in 2013, Money & Clarity operates as a registered investment adviser in Ohio. Dan Cuprill, a CFP® professional, leads the firm alongside Wes Cuprill, Fred Taylor, and Operations Director Trena Powell. The practice manages wealth for individuals, trusts, estates, and business entities, with a stated emphasis on financial planning that addresses tax, retirement, and investment management in a unified framework. The firm deliberately excludes speculative strategies such as market timing, individual stock selection, and cryptocurrency — a stance that shapes its entire deployment model. Services center on personalized financial plans, regular portfolio reviews, and educational resources including published books like "Defuse: 7 Steps to Protecting Your 401k" and "Retirement Rescue: Seven Lessons to Save Your Retirement." Client assets are managed through advisory rather than brokerage relationships, and the firm maintains no product-pushing sales culture. Geographic focus remains U.S.-based clients, with service capabilities extending to states where the firm is registered or exempt. Team size is not publicly disclosed. Fred Taylor operates from Georgia through his affiliated coaching practice, Professional Associates Wealth Coaching, Inc., while Trena Powell supports client operations remotely from Florida. No adjacent vehicles — such as philanthropic foundations or real-asset arms — are disclosed. The firm's only known operational footprint beyond direct advisory services is its published content and educational workshops, including seminars taught by Fred Taylor. Money & Clarity’s structure differs from most RIAs in its explicit, public refusal to engage in speculative asset classes that dominate advisor conversations. The Cuprill team positions financial planning as analogous to health maintenance — requiring continuous, tailored diagnosis rather than product-driven interventions — and uses published books, radio appearances, and educational coaching to reinforce that stance.