A complete list of active advisors currently associated with Clarity Advisors Group, Inc.

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

Clarity Advisors Group, Inc. provides fee-based comprehensive financial planning and investment advisory services to business owners and individual clients and also participates as an investment manager in co-managed and wrap-fee arrangements with third‑party subadvisors. The firm reports no discretionary assets and approximately $4,701,187.54 in non‑discretionary assets under management as of May 31, 2025. The firm’s process emphasizes holistic financial planning—covering cash flow, retirement, tax, estate, insurance and business succession—along with implementation and ongoing maintenance, and it constructs portfolios using mutual funds, ETFs, indexed annuities and separate account managers. Investment analysis described in the brochure relies on a mix of fundamental, technical and chart-based methods, and the firm notes it can operate with discretion but currently manages client assets on a non‑discretionary basis. Distinctive features disclosed in the brochure include a pending civil litigation matter alleging breach of fiduciary duty (case filed 11/21/2021, Case No. CIVSB2110153) and an affiliation with an in‑house tax and accounting business, Clarity Tax Advisors, Inc., that provides tax preparation, planning, bookkeeping and related services and charges separate fees. The firm’s principal also sells life and annuity products that generate commission income and allocates material time to the affiliated tax business, arrangements the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at Clarity Advisors 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.