Broker Check

419 N Orange St, Media, PA 19063

(610) 256-5805

Our Mission & Vision

At Narrow Path Financial Group, we seek to offer a unique experience where clients are inspired to navigate the complexities inherent in life planning. We aim to empower clients with the information, wisdom, and motivation for a confident and richer life.  

Our Process

Our strategy focuses on relationship building, education, and creating efficient financial plans that lead to brighter futures.

Our History

With over 30 years of experience in the financial services industry, we bring you insight from every aspect of financial planning.

Our Values

Stewardship, Community, Integrity, Relationships. Our values are based in the concept of service above self.

James Clary - CEO & Founder

James Clary - CEO & Founder

James is a 30 year veteran of the financial services industry who has served clients at all levels. This affords him the experience necessary to educate and guide families and small business owners through a maze of complex challenges to create lasting financial success. He firmly believes that financial planners play a critical and positive role in the lives of their clients by diligently focusing on building relationships and offering an open-architecture platform of solutions customized to their goals and dreams. His unique skills and experiences allow him to become an integral part of the plan for your financial future.

Personalized Experience

Personalized Experience

We believe that you are a unique individual with unique dreams and goals. There are no one-size-fit all solutions in financial planning. At Narrow Path Financial Group, we take great pride in educating you on the financial challenges you face and the choices you have to fulfill your financial goals. We believe that when you understand the decisions you are making, your financial health increases tenfold.

No matter what your goals are, or what life events come your way, you have a partner walking through the rigors of financial planning with you, with your best interests in mind, solutions outweigh issues. We can help you gain confidence for your financial future.  

Understanding Today's Financial Environment

We understand that you face your own unique life challenges as you navigate your financial goals. Narrow Path Financial Group seeks to take the discomfort out of understanding today’s financial environment by using education and efficient planning to help you make decisions that both prepare you for the future and save you money.


We see financial planning differently; from retirement planning, wealth management, and risk management to business succession and business insurance solutions. We believe that arming you with the education and tools needed for your financial success creates a strong foundation based on service, partnership, and doing the next right thing and the next thing right.

Have a Question

Thank you!
Oops!

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.