A complete list of active advisors currently associated with Clearbridge Financial

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

ClearBridge Financial provides fee-for-service financial planning and consulting to high‑net‑worth individuals and business clients, including physicians, small business owners, family‑owned businesses, and retirees. The firm does not provide discretionary portfolio management or custody of client assets and instead delivers written plans and implementation recommendations for clients to execute. The firm’s advisory work relies on fundamental analysis and may include recommendations of mutual funds, exchange‑traded funds, public equities, and corporate and municipal debt, typically organized around long‑term target asset mixes with periodic rebalancing. Planning engagements are billed hourly at a disclosed rate (with an initial deposit typically required) and the firm generally expects to deliver plans within several months of engagement. Noteworthy features include a very small client roster (roughly ten clients) and an explicit absence of percentage‑of‑AUM fee arrangements, emphasizing planning over asset management compared with many peers. The brochure discloses that the adviser is dually registered with a broker‑dealer and engages in insurance brokerage (which can generate commissions and 12b‑1 payments) and that client testimonials are used in advertising, each disclosed as potential sources of conflicts of interest.

To learn more about the advisors currently working at Clearbridge 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.