A complete list of active advisors currently associated with Clarion Wealth Management Partners

Warmer can help you find a great advisor at Clarion Wealth Management Partners or one who fits your needs even better.

Clarion Wealth Management Partners provides investment advisory and financial planning services to individuals and high‑net‑worth households, as well as small business owners, nonprofit organizations, employer‑sponsored retirement plans, and corporations. The firm manages client accounts on both discretionary and non‑discretionary bases and also offers standalone wealth management consulting and retirement plan participant consulting engagements. The firm operates two primary service tracks: an Investment Management Program for account‑level portfolio management and a Wrap Fee Program described in the brochure as an all‑inclusive offering that can include estate document review, income tax strategies, retirement projections, education planning/facilitation, and other planning services. Portfolios are monitored regularly with at least annual reviews, and advisors use tools such as Morningstar and Riskalyze while employing long‑term buy‑and‑hold and short‑term trading strategies across a broad menu of securities including alternative investments. Notable distinctions compared with peers include Clarion’s role as a wrap‑fee program sponsor and its emphasis on participant education and seminar‑style offerings tied to retirement plan services; the brochure also discloses that fixed financial planning fees are waived for clients in the wrap program and may be reduced or waived for households with more than $1,000,000 under management. The firm further discloses relationships with Commonwealth and Schwab for custody, billing and reporting services and a relationship with Halo to service legacy commission‑based variable annuity contracts, all of which are identified as sources of third‑party compensation.

To learn more about the advisors currently working at Clarion Wealth Management Partners, 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.