The C.L.E.A.R. Approach

We’ve developed a C.L.E.A.R. Approach to wealth management. It’s our philosophy that allows us to guide you through all the salient points in your life journey. It’s CLEAR because that is what we strive to always be. Clear in how we communicate. Clear in your goals and how to achieve them. Clear on the path to get you there. It’s in our name, and that means something.

Our Services

Retirement and Benefit Planning

Planning for the next big move in your life – allows you to live the life you deserve.

Charitable Giving

Successful people love their communities and want to give back to make them better for everyone. We help you plan for it!

Investment Management

The linchpin is our suite of four proprietary investment strategies.

Business Succession Planning

Most business owners will agree their largest asset is their business, but the truth is it is more than an asset. It is a legacy. We guide you through this complex process.

Estate and Legacy Planning

Safeguarding your carefully nurtured financial legacy takes careful planning and most importantly – the right implementation strategy.

Our Team

Clear Prosperity was founded by Matt Doyle and Mike Dee in 2019 – focusing on guiding your wealth into the future with unique personalized investments through the lens of a modern world view, while never forgetting the lessons of the past. Our founding Principals lean on over forty years’ experience in financial planning and investment management to help you realize your vision of financial security and clear prosperity.

Mike Dee, CFA
Principal and Portfolio Manager

Mike Dee, CFA

Mike is responsible for all Portfolio Management, Investment Research and Trading. His love of investing began in the first grade when his great grandfather, who was an avid investor, began to teach him.

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Principal and Wealth Advisor


Matt is responsible for Financial and Estate Planning, Marketing and Relationship Management. Growing up, Matt was a consummate entrepreneur, starting with teaching roller-blading lessons at age 12. Throughout college, Matt started several small businesses. Before graduating, he accepted an internships with a local money managers: Chilton Capital Management and Fayez Sarofim and Co. where he met Mike.

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We have a proven client process that helps our clients find their personal success. Have a quick question? Ask away. Want to discuss a little deeper? We’d be happy to help. Reach out and we’ll quickly get back to you.