A complete list of active advisors currently associated with Clayton Wealth Partners

Warmer can help you find a great advisor at Clayton Wealth Partners or one who fits your needs even better.

Clayton Wealth Partners is an SEC‑registered, fee‑only investment adviser that serves individuals and families—including young professionals, retirees and high‑net‑worth clients—alongside institutional clients such as foundations, non‑profits and employer retirement plans. Its services include ongoing wealth management (asset management combined with financial planning), one‑time consultations, 3(21) retirement plan investment advisory services, trust investment advisory, and periodic client communications such as newsletters and educational seminars. The firm implements discretionary management through five model portfolios ranging from Aggressive to Conservative and offers parallel sustainable (ESG) portfolio alternatives to align investments with client values. Investment decisions draw on cyclical economic and fundamental analysis together with quantitative and technical methods and third‑party research; portfolios are continuously monitored against models, generally held long term but subject to active trading when appropriate. Noteworthy features in the brochure include regular, no‑charge newsletters and financial education seminars offered to clients and prospects, and an explicit 3(21) ERISA service that encompasses participant education and periodic plan cost reviews. Clayton also describes formal arrangements with trustee partners to provide investment advisory services for trust assets while the trustee retains custody, and the firm emphasizes its ongoing fiduciary, fee‑only relationship with clients.

To learn more about the advisors currently working at Clayton Wealth Partners, 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.