A complete list of active advisors currently associated with Clarity Asset Management, Inc.

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

Clarity Asset Management provides fiduciary investment advisory and financial planning services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations, managing approximately $257 million in discretionary client assets across roughly 270 client relationships. The firm generally requires a $500,000 minimum relationship (which may be reduced or waived at its discretion) and offers both ongoing portfolio management and standalone financial planning engagements. Clarity builds diversified portfolios using mutual funds, ETFs and individual equities and primarily employs fundamental analysis within a long-term investment framework, while retaining the flexibility to trade more short-term for rebalancing or client cash needs. The adviser implements strategies through an internal due-diligence process and discretionary authority and utilizes the Fidelity Managed Account Xchange (FMAX) platform and related advisory tools for portfolio construction, reporting and proposal generation. Notably for a firm of its size, Clarity maintains six office locations and operates with a four-advisor team, and it periodically offers free educational seminars and workshops to clients and the general public — amenities that are less common among similar team firms. The firm also maintains an institutional relationship with Fidelity that provides platform access and operational support used in managing client accounts.

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