Clear Path Financial

09/22/2025

07/28/2025

We wanted to give a huge congratulations to our Co-Founder and Managing Director, Brandon Levithan, who has been named by Forbes Magazine as a 2025 Top Financial Securities Professional!
This award recognizes professionals who excel in helping affluent clients protect their wealth and plan for the future, especially in an environment of complex wealth planning and market uncertainty. It is a powerful accolade. And to us, it’s simply a reflection of the excellence Brandon brings to clients and colleagues alike.
https://www.forbes.com/profile/brandon-levithan/

09/24/2024

Let me root, root, root for the home team, if they don't clinch it's a shame. For it's 1! 2! 3 strikes YOU'RE OUT at the old ball game 🎶

As the Phillies celebrate clinching the division, we take time to come together and acknowledge our collective achievements—and naturally, a Phillies' victory.

Unlike the song, we’re never 'dancing on our own'; it’s all about teamwork and support!

08/29/2024

We’re proud to announce that our Co-founder and Managing Director, Brandon Levithan, CFP®, ChFC®, RICP® has been honored by Forbes as one of the Top Best-in-State Financial Security Professionals!

Forbes recently unveiled its annual ranking of America’s Top Financial Security Professionals —these are the professionals that families rely on for wealth planning and protection, including insurance.

Check out Brandon’s profile here: https://www.forbes.com/profile/brandon-levithan/
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“SHOOK Research’s rankings are based on one simple notion: “Would we recommend these professionals to a family member or a friend?”

We’ve all seen rankings based on how much money people make—athletes, entertainers, artists, company founders, billionaires, corporate executives, and even rankings of financial professionals.
Numbers don’t tell enough of the story.

If you needed a life-critical operation, would you choose a surgeon solely based on how much money he or she makes? Arguably the most important quantitative element would be how many surgeries the doctor performed and the success rate.

But there is much more to our rankings. We look for individuals who are best prepared to engage in more meaningful conversations about life while protecting against the perils posed by disability, death or job loss.

To accomplish this task, we collect quantitative data, but we also interview FSPs to see if they are role models we would recommend to the world.”
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Forbes | Shook Research. (2024). R.J. Shook. Methodology: America’s Top Financial Security Professionals 2024. https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/

Brandon Levithan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Clear Path Financial is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. 215-441-8200. Brandon Levithan is domiciled in PA and holds CA Insurance License . CRN202708-7060646

Our top priority is helping individuals, families, and businesses reach and exceed their financial goals.

05/27/2024

Today, we pause to honor and remember those who gave everything for our freedom.

05/20/2024

We're thrilled to share that we've added a Director of New Business to our team ⭐
Welcome, AJ!

05/12/2024

Celebrating the wisdom and strength of every mother who teaches us the true value of investment - love, family, and future. Happy Mother's Day from all of us at Clear Path Financial. 💐

05/06/2024

3 tips on improving your financial wellbeing 👇🏼

05/01/2024

We're thrilled to announce a new addition to our team ⭐
Welcome aboard, Rob!

06/08/2023

Self-employment is a journey that requires continuous learning and adaptation. So be open to learning, exhibit unwavering discipline, and make wise financial decisions to build a lasting and prosperous career.

05/25/2023

Some people think those who have fibromyalgia don't want to work and use the illness as an excuse not to — for many of us with chronic illnesses, that stereotype is untrue and weirdly insulting to boot. Here's Anna Hamilton's story.