A complete list of active advisors currently associated with Clef Financial, LLC

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

Clef Financial is a fee‑only, registered investment adviser that provides discretionary investment management and both ongoing and project‑based financial planning to individuals, high‑net‑worth individuals, and businesses. The firm offers continuous portfolio oversight and advice on retirement planning, estate planning, cash flow, and business planning as part of its service set. The firm’s investment process is built around asset allocation and Modern Portfolio Theory, with diversified portfolios composed primarily of equities, fixed income, mutual funds, ETFs, municipal securities, and cash equivalents tailored to each client’s objectives and risk tolerance. Accounts are typically managed on a discretionary basis with periodic reviews and the ability for clients to impose reasonable, written restrictions on holdings. Distinctively for an independent, single‑advisor practice, the firm’s principal operates a separate CPA practice under common control and the advisory brochure discloses that the CPA entity may prepare clients’ tax returns or be engaged for tax and business services. That combination of in‑house tax capability alongside CFP and CPA credentials, plus an explicit focus on business‑owner planning and employee benefits optimization, sets the firm apart from many peers.

To learn more about the advisors currently working at Clef Financial, 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.