Clarity Capital Management was founded on the belief that no matter your income or net worth, everyone should be entitled to clear objective financial advice that is free from conflicts of interest that come from commissions and proprietary products. We primarily focus on individuals, families, and businesses of mid and late career professionals to help solve their financial challenges so that they may focus on other aspects in life, such as family, career, hobbies and other passions. Let us help put you on the right path.
Transparent and Fee-Only
Fee only means we are commission free. The only compensation we receive is through fees paid directly from clients. Period. This is how we believe it should be.
As an independent firm, we work directly for our clients, as opposed to representing an overarching insurance or brokerage company.
Fiduciary is just a fancy word that means we will act in your best interest at all times. Not every advisor in the industry can claim this distinction, certainly not 100% of the time.
CERTIFIED FINANCIAL PLANNERTM Professional
CFP® professionals are obligated to act in their client’s best interests. Period. Not everyone in the financial services industry is held to this standard.
- Comprehensive Ongoing Financial Planning
Ongoing financial planning provides a comprehensive review of your financial world with continual guidance, encouragement, accountability and implementation
- Investment Management
Low-cost evidence based portfolio allocations tailored to your goals, tolerance for risk and time horizon.
- One-Time Financial Plan
For do-it-yourselfers who want a professional perspective. Comprehensive financial plans designed to answer all of your questions and create a clear path forward toward your goals.