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

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

Claris Financial provides discretionary and non‑discretionary portfolio management and investment advisory services for individuals, families, high‑net‑worth clients, small businesses, estates and trusts, and it also offers management for 401(k)/403(b) plan participants. The firm manages client assets using non‑proprietary investments placed in actively managed accounts and charges asset‑based advisory fees as described in its advisory agreement. The firm employs a flexible, multi‑asset investment approach that combines fundamental and technical analysis across mutual funds, equities, fixed income, ETFs, REITs and, when appropriate, alternative and private investments. Private investments are handled on a non‑discretionary basis requiring client subscription agreements, and Claris may select third‑party managers while using cash and money‑market funds tactically; accounts are reviewed at least annually. Claris’ brochure emphasizes investment management rather than standalone comprehensive financial planning, noting portfolio management and limited employer‑sponsored plan consulting (and a decision not to accept new plan sponsor clients). The firm also makes use of educational conferences and events made available through its custodian relationship with Schwab, a resource and engagement type that is less common among comparable team firms.

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