A complete list of active advisors currently associated with CLS Financial Advisors, Inc.

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

CLS Financial Advisors serves individuals, including high‑net-worth clients, professionals, business owners, corporate executives and retirees, offering wealth management, portfolio management and limited consulting/financial planning. The firm provides ongoing planning that covers retirement projections, estate planning coordination, tax-aware planning and investment management using mutual funds, ETFs, individual securities and fixed‑income instruments. The firm’s investment approach emphasizes the science of the capital markets, building broadly diversified portfolios and using systematic strategies (notably employing Dimensional Fund Advisors mutual funds), periodic rebalancing, and risk‑tolerance technology to tailor allocations to each client. Tax‑managed fund choices and environmentally sustainable options are available, and CLS coordinates employer retirement plan decisions with clients’ broader portfolios as part of an integrated planning process that includes biannual reviews. A distinctive feature is the firm’s affiliation with a public accounting practice: its principals hold CPA credentials and one is a shareholder in an accounting firm, and some staff provide part‑time accounting and tax services to clients (the firms do not charge referral fees). That combination of in‑house accounting expertise, explicit tax considerations in portfolio design, and a DFA‑driven, systematic investment process is uncommon among similarly sized, fee‑only advisory firms.

To learn more about the advisors currently working at CLS Financial Advisors, Inc., 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.