A complete list of active advisors currently associated with Clemons Financial Education Company

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

Clemons Financial Education Company provides project-based and hourly financial planning to individuals, including services that address retirement planning, insurance, cash flow, employee benefits, college savings, and estate/incapacity planning. The firm also offers group educational seminars and workshops on personal finance topics; these seminars are presented as purely educational and are provided on a pro bono basis. The firm does not provide discretionary investment management, custody, or participate in wrap or performance‑based fee programs, instead delivering written or electronic financial plans and investment recommendations that clients implement through their chosen custodians. When investment recommendations are made as part of planning, the adviser describes using passive portfolio principles and a range of analytical approaches (fundamental, technical, cyclical, and charting) while tailoring the scope of analysis to each client’s stated goals. Established recently as a fee‑only sole proprietorship, the firm documents financial plans rather than managing client assets or charging percentage‑of‑assets fees, a combination that is less common among independent advisers. Its offering of pro bono public education together with formal planning engagements for individual and high‑net‑worth clients—without taking custody or running AUM-based programs—is a distinctive practice relative to many peers.

To learn more about the advisors currently working at Clemons Financial Education Company, 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.