A complete list of active advisors currently associated with Clarke Financial Counsel, LLC

Warmer can help you find a great advisor at Clarke Financial Counsel, LLC or one who fits your needs even better.

Clarke Financial Counsel, LLC provides fee-only financial planning to individuals and high-net-worth clients, delivering comprehensive and project-based planning across areas such as cash flow and debt management, retirement and estate planning, tax planning, insurance review, college savings, and business planning. The firm also offers investment analysis and guidance on equity compensation (stock options and restricted stock units) and produces a written financial plan as a primary deliverable. The firm does not provide investment management or accept custody of client assets; instead it delivers advice through hourly and fixed-fee planning engagements and expects clients to implement investment recommendations through custodians of their choice. Reviews are performed periodically and the firm tailors its advice to client-specific factors such as risk tolerance, time horizon, and any client-imposed restrictions, and will coordinate with other professionals at a client’s request. What distinguishes this practice is its explicit avoidance of percentage-of-assets fees and portfolio management, opting for hourly and project-based fee arrangements rather than AUM-based compensation or commission-based products. The practice’s focus on business-owner consulting and employee benefits optimization — including pension election analysis and stock-compensation strategies — together with its solo, non-discretionary, fee-only model, is an atypical combination among independent advisers.

To learn more about the advisors currently working at Clarke Financial Counsel, LLC, 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.