A complete list of active advisors currently associated with Claris Advisors, LLC

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

Claris Advisors provides discretionary investment management, financial planning, employee benefit retirement plan services and consulting to individuals, trusts, charitable organizations, businesses and qualified retirement plans. The firm also offers successor trustee services for donor-advised funds and supports plan sponsors with investment policy development and participant education. The firm's investment approach is grounded in Modern Portfolio Theory and a buy-and-hold, asset-class orientation, typically implemented with diversified, no‑load mutual funds—most often Dimensional Fund Advisors (DFA) funds—and model portfolios. Claris Advisors documents client objectives in written investment policy statements, uses portfolio‑allocation and Monte Carlo tools in planning, and delegates fixed‑income management and some model strategies to third‑party managers such as Focus Partners Advisor Solutions (FPAS) and, on occasion, DFA. Claris Advisors is affiliated with the accounting firm Anders Minkler Huber & Helm; several partners are practicing CPAs, the firms cross-refer clients, and certain consulting or planning work for Anders’ clients is compensated through Anders rather than billed directly to those clients. With roughly $911 million in discretionary assets but a small advisory team (three advisors), the firm relies on FPAS for sub‑advisory and back‑office services and routinely uses independent managers for fixed‑income accounts, an operational structure that differs from many peer teams.

To learn more about the advisors currently working at Claris 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.