Nick George, CFP®, ChFC®, CLU®, IWA™
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Serving Clients Nationwide
We keep your money pointed at the life you're trying to live.
Areas of Focus
- Corporate Retirement Plans
- Equity Compensation Options
- Estate Planning
- Giving
- High Net Worth
- High Net Worth Retirement Planning
- Investment Management
- Medicare / IRMAA Planning
- Money Psychology
- Retirement Planning
- Retiring Early (F.I.R.E)
- Roth Conversion Strategies
- Setting Up Retirement Accounts
- Social Security Optimization
- Tax-Efficient Planning
- Taxes
About Nick George, CFP®, ChFC®, CLU®, IWA™
I'm Nick George, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of ClearMind Capital in Columbus, Ohio. I also hold the ChFC®, CLU®, and IWA™ designations.Early on, it became clear to me how quickly life can change and how grounding it is to have someone in your corner when it does. I've been into financial planning since I was 18.
Big institutions were the first stop in my career. Solid experience, great training, but not the kind of work that feels meaningful at the end of the day. I started ClearMind Capital in December 2024 to change that. Clients pay us and nobody else does, and we're fiduciaries for the whole relationship.
A lot of the people I work with have done most of the right things. They saved well, stayed employed, avoided the obvious mistakes, and still can't say for sure whether they're going to be okay. Nobody ever put the whole picture in front of them at once. That's the work we do: retirement income, taxes, Roth conversions, Social Security timing, and the portfolio that has to support all of it, run through The ClearMind Clarity Method™.
Outside the office I'm usually out with my golden doodle, Ollie, writing, designing, or slowly teaching myself piano.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Integrative Wealth Advisor (IWA)
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
840 S Front St Columbus, OH 43206
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Book an intro call with the button above. You'll meet with Nick, Shane, or both, usually over Zoom. The first call is about you and what prompted you to reach out, so bring your two biggest money questions. If it looks like a good fit, our second meeting is a first look at your path forward, what working together looks like, and what it would cost.Offers Investment Management
Yes
About ClearMind Capital
ClearMind Capital LLC is an independent, fee-only fiduciary registered investment adviser in Columbus, Ohio (firm CRD# 334362). Our office is at 840 S Front St in the Brewery District, and we work with clients across Central Ohio and virtually nationwide.Private Wealth
Financial planning and investment management for individuals, couples, and families. Retirement income, Roth conversions, equity compensation, Social Security timing, tax coordination, and the portfolio that has to support all of it.
Workplace Retirement
Advisory services for employers who sponsor a 401(k) or other defined-contribution plan. Fee benchmarking, investment-menu oversight, a documented fiduciary process, plan design, and employee education. We can serve as an ERISA section 3(38) investment manager.
How we're paid
We're fee-only. Our Private Wealth fee is a percentage of the assets we manage, and the rate steps down as assets grow. Households under $100,000 pay a minimum of $1,200 a year ($100 a month). Our full fee schedules are published in our Form ADV summary at clearmind-capital.com/disclosures/form-adv/. Client accounts are held at Altruist, an unaffiliated custodian, and we're a member of NAPFA, the National Association of Personal Financial Advisors.
Advisory services are offered through ClearMind Capital LLC, an investment adviser registered with the state of Ohio. Registration does not imply a certain level of skill or training. Services are offered only where ClearMind Capital LLC and its representatives are properly registered or exempt from registration.
Education
Ohio University, BBA, Finance (2018)
Hobbies and Interests
- Camping
- Dogs
- Family
- Music
- Outdoor Activities
- Snowboarding
- Writing
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Content Creators
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- High Net Worth
- Individuals
- Living in Retirement
- Mid-Career Professionals
- Military
- Pre-Retirees
- Sales Professionals
- Veterans
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