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 and related financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. Services described in the brochure include portfolio construction and ongoing supervision using ETFs, mutual funds, individual stocks and bonds, retirement-account advice, and written or consultative financial plans. The firm’s investment process is long‑term and grounded in fundamental analysis, with portfolios rebalanced or repositioned as needed and occasional shorter‑term trades for cash needs or tax reasons. The Clifford Group supplements its research and risk monitoring with third‑party artificial‑intelligence tools used as decision‑support only, while maintaining human review and oversight of all recommendations and trades. Noteworthy for a firm of its size, two investment professionals oversee about $248 million in discretionary assets and the firm sponsors a wrap‑fee program that bundles transaction costs into its asset‑based fee (Appendix 1). The brochure also highlights an institutional platform relationship that provides research and software resources, notes advisors’ capacity to implement insurance solutions (with commissions disclosed), and directs readers to independent third‑party sources (for example, the SEC’s IAPD site) and to disclosures on complex, non‑custodial/private fund holdings that require special valuation and fee handling.

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.