A complete list of active advisors currently associated with Clear Trace, LLC

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

Clear Trace, LLC provides personal financial planning, investment management, and education services to individuals, families, trusts, estates and certain business entities. Engagements typically address cash‑flow and budgeting, tax and retirement planning, estate and special‑needs planning, and implementation through independent custodians. The firm’s investment approach centers on strategic asset allocation and fundamental analysis, constructing diversified portfolios with mutual funds, ETFs and individual securities. It uses model portfolios (both third‑party and custom), automated tax‑loss harvesting tools available through its platform relationships, and in some cases ETFs that utilize futures or options to manage exposure; accounts are reviewed at least quarterly and are managed with discretionary authority. The principal holds a ChFC designation and brings prior management‑consulting and information‑technology experience, which informs the firm’s reliance on digital platforms and software‑assisted trading and reporting. Clear Trace’s participation in the Altruist Model Marketplace and optional Altruist One bundled services, along with its willingness to advise on or manage “held‑away” accounts, are features that set it apart from many small independent advisory practices.

To learn more about the advisors currently working at Clear Trace, 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.