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 discretionary investment management and comprehensive wealth management, including financial planning, to individuals (including high-net-worth clients), trusts, estates, businesses and retirement plans. The firm also offers standalone financial planning and retirement-plan advisory services, including serving as a 3(38) fiduciary for plan sponsors. The Clarus Group builds customized portfolios from investment models focused on absolute return, capital preservation, income generation, tax minimization and cash management, primarily using ETFs and mutual funds while also employing individual stocks, bonds, options, alternative investments, structured notes, REITs, UITs, CDs and digital assets when appropriate. The firm takes a generally long-term approach but may trade more actively for rebalancing or client needs, and it leverages a third‑party outsourced Chief Investment Officer for portfolio analysis and recommendations while retaining final discretion. Distinctive features noted in the brochure include managing over $1.1 billion in discretionary assets with a nine-advisor team and a recent change to having custody of client assets (subject to annual surprise examination). The firm also offers estate-planning document generation as an optional add-on, maintains an affiliated insurance agency with some advisory persons licensed to sell insurance (a disclosed potential conflict of interest), and provides both retirement-plan 3(38) services and investment consulting to broker‑dealers’ customers.

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.