A complete list of active advisors currently associated with Clarity Financial Design

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

Clarity Financial Design serves individual and high‑net‑worth clients, charitable organizations, and employer plan sponsors. The firm provides tailored investment management, ongoing comprehensive financial planning (with distinct Executive and Entrepreneur tracks), project‑based planning, and retirement plan consulting, and also offers educational seminars and participant education. The firm’s investment approach centers on strategic asset allocation, blending passive and active funds and using fundamental, behavioral, and cyclical analysis to build portfolios aligned with client risk tolerance and goals. Advisors combine planning and portfolio management—addressing tax coordination, estate and business considerations—and review accounts on a regular (typically quarterly) basis. The firm is relatively small and principal‑led, maintaining roughly $51 million in discretionary assets across fewer than 40 clients with a single listed principal/CCO overseeing the practice. It is noteworthy for pairing a compact advisory team and professional designations (CFP® and CFA) with public educational seminars and ERISA‑focused plan consulting that includes participant‑level education—an uncommon mix for a firm of this size.

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