A complete list of active advisors currently associated with Clear Skies Financial

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

Clear Skies Financial serves individual and high‑net‑worth clients with discretionary asset management, written financial plans, and 401(k) consulting; the firm manages roughly $24 million across a small client base of about 46 relationships and two advisors. It provides portfolio management for individuals and delivers one‑time financial planning reports and periodic reviews as part of its services. The firm manages client accounts on a discretionary basis through a sponsored wrap fee program that bundles management and transaction services and relies on both fundamental and technical analysis, with reviews performed at least quarterly. Clear Skies also offers an option for performance‑based fee arrangements for qualified clients who meet its stated thresholds (generally $1 million under management or $2 million net worth, excluding residence), alongside its asset‑based programs. Notable distinctions for the firm include sponsoring a wrap program while also using performance‑based fees, offering fee‑based educational seminars and workshops, and an affiliated outside insurance practice in which the managing member sells insurance and receives commissions (reported to occupy about 10% of his time). The firm uses an institutional custody/brokerage program and generally does not vote client proxies, leaving proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Clear Skies 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.