A complete list of active advisors currently associated with Clary Financial, Inc

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

Clary Financial, Inc. is an independent registered investment adviser, formed in 2001, that provides retirement and financial planning and discretionary portfolio management to individuals, trusts, retirement plans and corporations. The firm reports approximately $92.9 million in assets under management and serves 439 clients from a single-advisor office. Clients complete an investor profile that informs portfolio construction, with the firm assessing time horizon, individual objectives, risk tolerance and liquidity needs before building portfolios. Portfolios are primarily composed of no‑load mutual funds and ETFs and are managed with a long-term, fundamental-analysis approach rather than short-term trading, with continuous monitoring of accounts. What is distinctive is the firm’s very high client count per advisor, an uncommon scale for a solo-practitioner model that implies more standardized processes and reliance on custodian reporting for oversight. The firm manages client assets on a discretionary basis, does not participate in wrap fee programs, uses custodians such as Fidelity and American Funds/Capital Group, and does not accept proxy voting authority.

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