A complete list of active advisors currently associated with Claremont Financial Group,Inc.

Warmer can help you find a great advisor at Claremont Financial Group,Inc. or one who fits your needs even better.

The firm provides personal financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, with particular emphasis on professionals, pre‑retirees and retirees. It offers standalone financial planning engagements billed on an hourly basis as well as ongoing portfolio management and implementation services. Investment implementation is delivered largely through third‑party asset allocation platforms (notably Envestnet and Orion) and unaffiliated independent managers, while the firm retains oversight of model selection, monitoring and occasional legacy holdings for tax or strategic reasons. Portfolios may use strategic and tactical asset allocation, treat cash as a strategic asset, and are generally managed under discretionary authority consistent with the firm’s stated fiduciary obligations. Distinctive features include a change in firm ownership in mid‑2025 and a relatively small advisory team that mandates use of the platform custodial arrangements (the firm requires accounts be held at the designated custodian and platform providers for implementation). The brochure also discloses that some advisors perform commissionable brokerage or insurance activities through separate registrations and firms, which the firm identifies as a potential conflict of interest while noting clients are not required to engage those services.

To learn more about the advisors currently working at Claremont Financial Group,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.