A complete list of active advisors currently associated with Carpenter, Claydon Advisors, Inc.

Warmer can help you find a great advisor at Carpenter, Claydon Advisors, Inc. or one who fits your needs even better.

Carpenter, Claydon Advisors, Inc. provides financial planning, portfolio management, asset allocation and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers modular and ongoing financial planning engagements as well as asset-based portfolio management, with fees commonly assessed as a percentage of assets under management. The firm’s investment work emphasizes asset allocation using mutual funds and exchange-traded funds and generally favors long-term purchases and periodic rebalancing. It typically delivers advice and ongoing monitoring on a non-discretionary basis, coordinating implementation with clients rather than routinely trading without prior client approval. Notably, the firm reports managing nearly $295 million of client assets on a non-discretionary basis, a practice that is uncommon among similarly supported advisers and means clients retain approval over trade execution. In addition to individual wealth management, the firm provides pension consulting and participant education and uses a recommended custodian relationship that supplies institutional custody and support services.

To learn more about the advisors currently working at Carpenter, Claydon Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.