A complete list of active advisors currently associated with The Clifford Group LLC

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

The Clifford Group provides discretionary wealth management, investment advice for retirement accounts, and financial planning to individuals, high‑net‑worth clients, trusts, estates, and businesses. The firm constructs portfolios using ETFs, mutual funds, individual stocks and bonds and may retain legacy holdings for tax or fit reasons; its ADV reports $248.3 million in assets under management across about 261 client relationships. The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation while allowing shorter‑term trades for rebalancing or client needs. The Clifford Group also uses third‑party artificial intelligence tools for research, portfolio analysis, and risk monitoring as decision‑support, with all recommendations subject to human review and periodic (at least annual) account reviews. Several features in the firm’s ADV distinguish it from many peers: it sponsors a wrap fee program that bundles securities transaction costs into an asset‑based fee (described in Appendix 1), discloses an institutional relationship with Fidelity that provides research, technology and launch support, and notes that its advisory persons are licensed insurance professionals who may receive commissions. The filing also indicates use of borrowing in separately managed account arrangements and the firm operates with a small advisory team (two advisors) managing a relatively large asset base.

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