A complete list of active advisors currently associated with Clarity Advisors

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

Clarity Advisors provides advisory services primarily to individual clients and business owners, and also works with employers as retirement plan sponsors. The firm offers financial planning, discretionary portfolio management, retirement plan (pension) consulting, business advisory and valuation support, tax service referrals, and access to a third‑party digital estate planning platform, and it manages roughly $8.5 million for about 80 clients. The firm generally emphasizes long‑term, passive buy‑and‑hold strategies and asset allocation using mutual funds, ETFs, stocks, and bonds, and it implements portfolios through a model marketplace and outside managers with automated rebalancing and ongoing discretionary management. Financial planning, business advisory, and certain other services are provided on a non‑discretionary basis and are tailored to each client’s circumstances using modern portfolio theory and periodic account reviews. Compared with many solo independent advisers, Clarity Advisors regularly hosts educational workshops and seminars and provides formal retirement plan consulting services under ERISA, services that are statistically less common for firms its size. The firm also highlights business‑owner focused offerings (including access to business valuation services and an exit‑planning certification), and it discloses referral relationships and insurance licensure that clients should consider as potential conflicts of interest.

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