A complete list of active advisors currently associated with ClearMind Capital

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

ClearMind Capital provides financial planning and investment advisory services to individuals and high‑net‑worth clients, offering discretionary investment management, ongoing advice‑only planning, and a defined Integrative Wealth Planning engagement. The firm operates on a fee‑only basis and manages about $13.9 million for roughly 25 client relationships with a two‑advisor team. The firm’s investment process combines fundamental analysis and Modern Portfolio Theory and may use both passive and active funds, Outside Managers, and a mix of stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents. Clients can impose written investment restrictions, and Integrative Wealth Planning engagements are typically delivered over a roughly twelve‑month period with an emphasis on values‑based and behavioral decision‑making in addition to traditional planning topics. Noteworthy for a supported firm, ClearMind Capital is recently formed (founded in late 2024 and registered in early 2025) and operates at a relatively small scale, requiring clients to custody assets on a single platform (Altruist) and implementing trades on an individual rather than block‑trading basis. The firm’s principals include a CFP® designee and have prior broker‑dealer industry experience, and the firm formally separates ongoing advice‑only planning from investment implementation for clients who retain implementation responsibility.

To learn more about the advisors currently working at ClearMind Capital, 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.