A complete list of active advisors currently associated with Clarity Financial

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

Clarity Financial is an independent registered investment adviser that provides complimentary financial planning, third‑party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third‑party managers and does not directly manage client securities; those assets are held and managed by the TPMs and are described in the brochure as non‑discretionary with respect to Clarity Financial. When working with clients, Clarity Financial gathers financial information, recommends suitable TPMs or investment styles, and serves as an ongoing liaison—helping complete TPM paperwork, monitoring TPM performance, reviewing statements, and delivering required disclosures. Financial planning is provided at no charge and the firm’s retirement plan work includes developing investment policy statements, monitoring plan options, and conducting participant education and group enrollment meetings. Noteworthy differences from many peers include the firm’s affiliation with an insurance brokerage practice and the advisor’s status as a licensed insurance agent who offers commissionable insurance products, a relationship disclosed as a potential conflict of interest. The combination of solicitor arrangements with a named TPM, primarily non‑discretionary TPM‑managed assets, and formal pension consulting with participant education differentiates Clarity Financial from many similarly categorized independent firms.

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