A complete list of active advisors currently associated with Clancy Capital Advisors LLC

Warmer can help you find a great advisor at Clancy Capital Advisors LLC or one who fits your needs even better.

The firm provides portfolio management and comprehensive wealth management services to individual and high‑net‑worth clients, including ongoing discretionary investment management, financial planning, and tax planning and compliance. It offers both one‑time and ongoing financial planning options, including a subscription-style “all‑access” planning service alongside limited‑scope and hourly engagements. Investment programs are tailored with an investment policy statement for each client and typically use fundamental analysis and modern portfolio theory to construct diversified, long‑term portfolios; the adviser conducts quarterly reviews and executes trades under discretionary authority when authorized. Clients receive regular account reports from their custodian and the firm emphasizes periodic monitoring and rebalancing to align portfolios with clients’ risk tolerances and objectives. The firm’s principal is a Certified Public Accountant and the advisory offering explicitly includes tax planning and compliance services tied to its wealth management work, a combination that is uncommon among independent advisers. It also advises on less typical investments for a firm of its size—such as private placements, venture capital funds, and precious‑metal ETFs—and discloses the potential conflicts that can arise when an adviser provides ancillary accounting‑related services while maintaining a fiduciary duty.

To learn more about the advisors currently working at Clancy Capital Advisors LLC, 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.