Clear Trail Advisors

Clear Trail Advisors Clear Trail Advisors helps families plan for and walk through the complexities of retirement.

06/18/2026

We are proud to share that Clear Trail Advisors has been named to the AdvisorHub 2026 Advisors to Watch RIA list, ranking #96 among firms across the country.

This recognition is a humbling reminder of why we show up to the office every day… to help families plan for and walk through the complexities of retirement.

To our clients - thank you for the trust and confidence you have placed in our firm. It is a privilege to walk alongside you through every milestone, transition, and season of life. The relationships we have built together are something we do not take lightly.

For those exploring our firm - we are honored to be considered. Our team specializes in retirement planning and investment management. Everyone has a unique story, and we hope to become an integral part of yours.



The 2026 250 Advisors to Watch RIAs list was published by AdvisorHub on June 16, 2026 using data through December 31, 2025. Rankings are based on criteria established by AdvisorHub. Neither Clear Trail Advisors nor any of its personnel paid a fee to be considered for or to receive this recognition. This award does not reflect investment performance or guarantee future results.

Please join us in congratulating Skyler Seidman and Ale Seidman on their growing family! They recently welcomed their se...
06/08/2026

Please join us in congratulating Skyler Seidman and Ale Seidman on their growing family! They recently welcomed their second child into the world, Kellen Christopher Seidman.

Skyler has been with Clear Trail Advisors since we launched last August, and he has made a real impact in that time. He is patient, knowledgeable, and genuinely cares about the families we get to serve. At Clear Trail Advisors, we ask that all team members take our client-first mentality seriously, and Skyler has been a great example of this. We are proud to have him on the team and happy to celebrate this new milestone for his family.

Please join us for our upcoming webinar as we sit down with Jeff Lanza, a leading cybersecurity expert.Jeff spent over 2...
06/03/2026

Please join us for our upcoming webinar as we sit down with Jeff Lanza, a leading cybersecurity expert.

Jeff spent over 20 years as an FBI Special Agent investigating cybercrime, organized crime, and terrorism. He has lectured at Harvard and Princeton, authored multiple books on cybersecurity and fraud, and is featured in a Netflix documentary about the FBI.

During this session, we will cover:
- How cybercriminals target individuals and what makes you a potential victim
- The most common scams and fraud schemes circulating today
- Practical steps to protect your personal information and financial accounts
- What to do if you believe your information has been compromised
- Simple habits that may help reduce your exposure to cybercrime

Register now: https://us06web.zoom.us/webinar/register/WN_95rvsgO0R4mc2JCkDsvS0g

05/29/2026

529 plans have seen notable updates in recent years, bringing more flexibility to how families can use and manage these accounts over time. As graduation season arrives, it is a fitting moment to revisit how these accounts work and what has changed, from expanded qualified expenses to new rollover options that may support longer term planning.

If you have questions about how these updates may apply to your situation, our team is here to help.

We are proud to share that Matt Price has been named a 2026 Excellence Awardee by InvestmentNews. This recognition refle...
05/18/2026

We are proud to share that Matt Price has been named a 2026 Excellence Awardee by InvestmentNews. This recognition reflects the dedication and leadership Matt brings to our clients and team each and every day.

To our clients: it is a privilege to serve you. Thank you for the personal and professional trust you place in us. For those exploring our firm, we are honored to be considered. Our team specializes in retirement planning and investment management. Everyone has a unique story, and we hope to become an integral part of yours.



[The 2026 InvestmentNews Excellence Award is presented by InvestmentNews. Neither Clear Trail Advisors nor Matt Price paid a fee to participate or be considered for this award. This award does not reflect the investment performance of any client or guarantee future results. For more information, visit investmentnewsawards.com.]

A great day on the course for a great cause. Clear Trail Advisors was proud to sponsor the Fore Every Kid Golf Tournamen...
05/12/2026

A great day on the course for a great cause. Clear Trail Advisors was proud to sponsor the Fore Every Kid Golf Tournament benefiting The Greater Houston Region of Young Life, held at Lakeside Country Club earlier this month.

Young Life leaders do remarkable work building authentic relationships with the next generation, introducing them to Jesus. We are grateful to support that mission and thankful to Clutch Automotive, BCS, and the for joining us on the course.

We are excited to invite you to our upcoming virtual event on Wednesday, May 13th at 3:00 P.M. where we will discuss one...
05/11/2026

We are excited to invite you to our upcoming virtual event on Wednesday, May 13th at 3:00 P.M. where we will discuss one of most important investments you can make: the long-term health of your mind.

Join Clear Trail Advisors and featured speaker Danielle Mitchell for a science-backed conversation on protecting your cognitive health for the years ahead. Danielle's unique background bridging dietetics and counseling makes her one of the most distinctive voices in this space - and we could not be more pleased to welcome her as our guest.

During this session we will cover:
- How nutrition affects brain function and the foods that support a sharper, healthier mind
- The science behind fish oil, omega-3s, and key supplements for cognitive longevity
- The connection between exercise, mental health, and efforts to slow cognitive decline
- How stress, sleep, and gut health play a surprising role in brain aging
- Simple, everyday habits that support long-term brain health and overall wellness

Register here: https://us06web.zoom.us/webinar/register/WN_RfbxC3cJSdKe2CdtpeQ0KQ #/registration

One of the most consistent things we observe is the difference between clients who retire from a job and clients who ret...
05/05/2026

One of the most consistent things we observe is the difference between clients who retire from a job and clients who retire to a life. The numbers can be identical. The income strategy, the portfolio, the tax plan – all the same. But the experience of retirement is completely different depending on whether someone has thought through what they are stepping into.

We encourage every client who is approaching retirement to spend some time thinking through a few of these questions.

Read Matt Price's latest blog on what the first 90 days of retirement may look like: https://cleartrailadvisors.com/blog/trail-talk-the-first-90-days-of-retirement/

Didn’t get the chance to attend our webinar last week? Watch here https://bit.ly/41P0qid and listen to a replay featurin...
04/27/2026

Didn’t get the chance to attend our webinar last week? Watch here https://bit.ly/41P0qid and listen to a replay featuring guest speaker Jo Middleton, owner of TradeMark Insurance Agency. Jo discusses how to best prepare and set up your Medicare coverage, covering features and benefits that are often misunderstood. As a Certified Senior Advisor and respected leader in the Medicare industry, Jo brings expertise to help families understand their Medicare plan options.

Social Security plays an important role in retirement, but its impact is best understood within the context of a broader...
04/23/2026

Social Security plays an important role in retirement, but its impact is best understood within the context of a broader financial plan. How benefits are taxed, when they begin, and how they interact with other income sources can affect long‑term cash flow and overall planning flexibility.

Approaching these decisions with clarity and coordination can help support retirement planning decisions over time, particularly as income needs, tax considerations, and portfolio structure evolve. Get in touch with our team for guidance: https://cleartrailadvisors.com/contact-us/.

Address

5847 San Felipe Street , Suite 950
Houston, TX
77057

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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