A complete list of active advisors currently associated with The Clarus Group

Warmer can help you find a great advisor at The Clarus Group or one who fits your needs even better.

The Clarus Group provides wealth management and discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, and also offers standalone financial planning and retirement plan advisory services. The firm serves as the primary advisor and relationship manager, and may implement client portfolios directly or through unaffiliated independent managers and investment platforms. The firm uses customized investment models aimed at objectives such as absolute return, capital preservation, income generation and tax minimization, primarily employing ETFs and mutual funds while also having the ability to use individual securities, alternatives and other instruments; its approach is generally long‑term but may include shorter‑term trades for rebalancing or cash needs. The Clarus Group leverages an outsourced Chief Investment Officer (OCIO) for portfolio analysis and recommendations, while retaining final discretionary authority over client accounts. Noteworthy differences from many peers include a recent change in practice whereby the firm now has custody of certain client assets (and is subject to related surprise examinations and custody safeguards) and the addition of estate planning document generation as an offered service. The firm is affiliated with an insurance entity and has advisors who are licensed insurance professionals — a relationship that can create conflicts of interest — and maintains institutional relationships with custodians (Fidelity and Raymond James) that provide platform and operational benefits as part of its service model.

To learn more about the advisors currently working at The Clarus Group, 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.