A complete list of active advisors currently associated with St. Clair Financial

Warmer can help you find a great advisor at St. Clair Financial or one who fits your needs even better.

St. Clair Financial serves individuals, high-net-worth individuals, and charitable organizations with coordinated financial planning, investment consulting, and both discretionary and non-discretionary portfolio management. The firm advises across a broad set of investment vehicles — including mutual funds, ETFs, stocks, bonds, REITs, and certain insurance products — and may recommend or retain third-party advisers for portions of client portfolios. The firm’s planning approach seeks to integrate investment, tax, pension, mortgage, and spending considerations into a decision-ready framework and emphasizes risk-based, diversified allocations implemented primarily through mutual funds and ETFs. Ongoing account oversight includes annual reviews, event-driven updates, and operational support for trading and rebalancing via a third-party back-office provider (Elk Ridge Financial Service). A distinctive feature is that the principal operates proprietary debt- and mortgage-management platforms (MortgageNudge and DebtToolz4Advisors) that provide software, training, and support and may generate separate compensation; the brochure discloses these ancillary activities and the firm’s processes for addressing the resulting conflicts. The firm also offers a one-time, free general planning meeting for qualified lower-income individuals and clients’ young adult children, a service not commonly offered by peer supported firms.

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