A complete list of active advisors currently associated with Leif Clarke Wealth Management, Inc.

Warmer can help you find a great advisor at Leif Clarke Wealth Management, Inc. or one who fits your needs even better.

Leif Clarke Wealth Management, Inc. is a state-registered investment adviser managing roughly $57.2 million for about 161 clients, providing portfolio management and retirement-plan advisory to individuals as well as businesses, banks, thrifts, credit unions, trusts and estates. The firm offers management across mutual funds, equities, ETFs, fixed income, REITs and options on both discretionary and non-discretionary bases. The firm follows a value-oriented investment approach and tailors recommendations through a detailed client intake that assesses risk tolerance, time horizon, income needs and responses to large drawdowns. It manages approximately $39.4 million in discretionary accounts and $17.8 million in non-discretionary accounts, consults clients on all trades in non-discretionary accounts, and uses Fidelity/NFS custody while aggregating block trades when appropriate. The firm’s owner operates an affiliated insurance agency, Benefactor Insurance Group, and receives commissions for insurance products, a disclosed potential conflict of interest that is uncommon among peers. The client mix includes institutional relationships—such as banks, credit unions and serving as the designated investment professional for a local nonprofit 401(k)—which is atypical for independent advisers of this size.

To learn more about the advisors currently working at Leif Clarke Wealth Management, 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.