A complete list of active advisors currently associated with Clarity Wealth Partners

Warmer can help you find a great advisor at Clarity Wealth Partners or one who fits your needs even better.

Clarity Wealth Partners is a fee-only, registered investment adviser that provides wealth management, ongoing portfolio supervision, and comprehensive financial planning for individual and high-net-worth clients, together with one-time project-based planning. The firm also offers group educational seminars and speaking engagements that are presented as general, non‑individualized financial education. Portfolios are managed on a discretionary basis with written investment policies and target asset allocations, using a mix of passive and active strategies and optional socially responsible (ESG) considerations where requested. The firm may allocate portions of client accounts to separately managed account models and conducts due diligence to recommend and select outside managers when appropriate. What is notable about the firm is its emphasis on non‑standard client services for an investment manager: it runs educational seminars, offers limited-scope planning billed on an hourly/project basis, and expressly selects other advisers and SMA managers as part of its solutions. The firm, formed recently and staffed by CFP‑credentialed principals, also requires clients to maintain accounts on selected institutional custodial platforms as part of its operational model.

To learn more about the advisors currently working at Clarity Wealth Partners, 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.