A complete list of active advisors currently associated with Clanton Financial Partners, LLC

Warmer can help you find a great advisor at Clanton Financial Partners, LLC or one who fits your needs even better.

Clanton Financial is a state-registered investment adviser that provides tailored investment management and retirement-plan advisory services to individuals, high-net-worth clients, and ERISA retirement plans. The firm offers both discretionary and non-discretionary portfolio management, may use unaffiliated managers, and works with ETFs, mutual funds, individual stocks and bonds while also assisting plan sponsors with IPS design and participant education tracking. The advisor emphasizes fundamental analysis and a primarily long-term investment approach, while permitting tactical rebalancing or shorter-term trades as needed to meet client objectives and tax or legacy-holding considerations. The firm conducts internal due diligence on investments and implements accounts either directly or through independent managers; it also sponsors a wrap fee program that bundles custodial, trading and administrative costs into a single asset‑based fee. Distinctive features include the firm’s role as a wrap-fee program sponsor, an affiliated insurance practice through which the principal may earn commissions, and the provision of pension consulting and 3(21) retirement-plan advisory services to plan sponsors. The principal’s outside business activities (including insurance sales and a corporate financial role) are disclosed in the brochure and identified as potential conflicts that the firm addresses through fiduciary disclosures and its Code of Ethics.

To learn more about the advisors currently working at Clanton Financial Partners, 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.