Protecting Families and Businesses and Creating Legacy
Who We Work With
Ideal Client Profile
We work exclusively with a select group of individuals and families who value thoughtful, tailored financial guidance. Our clients are high-net-worth families and business owners with $10M-$500M in net worth who are looking for a trusted partner to navigate complex financial decisions.
Client Relationship
Unlike the average financial planner who works with 100’s of clients, we purposefully limit our client base to just a few dozen families. This allows us to develop deep relations with our client’s families, providing a truly bespoke experience and ensures that each client receives the dedicated time and attention they deserve.
Shared Values
We don’t take for granted the opportunity to work with clients and families we genuinely enjoy spending time with. For us, financial planning is about more than numbers—it’s about building meaningful, long-term relationships based on trust, mutual respect, and shared goals.
We are Not Therapists But…
A foundation of mutual trust and understanding is essential to a successful advisory relationship. As part of our client onboarding process, we offer a personality and behavioral assessment. This 100-question inventory helps us understand your thinking and behavioral preferences to optimize communication, and build custom strategies based on your goals and philosophies.
Your Results
Three Pillars of Independent Advice
At Clear Advice, we embody the essence of a truly independent advisory firm. We serve as our client’s fiduciary, always acting in your best interest. As a holistic planning firm, we proudly stand apart from the inherent conflicts of interest often found within the larger advisory arms of big banks and financial institutions. When you choose Clear Advice, you can trust that our advice is transparent and free from any hidden agendas We are here to serve your family’s best interests, helping you navigate your financial future with ease and confidence.
Financial Advisor
A true financial advisor serves as a fiduciary to clients and helps them create long-term strategies for building wealth and managing risk. An important part of their role is to proactively integrate the various planning areas including financial, tax, estate, investment, business, and insurance planning.
Custodian
A custodian is a large financial institution that holds and safeguards your investments (Schwab, Fidelity, etc.). As an independent entity, they provide a secure and reliable platform for trading and reporting on many aspects of your investments. The financial advisor works alongside your custodian to ensure the protection and integrity of your wealth.
Registered Investment Advisor
An RIA serves as the bridge between a financial advisor and a custodian. Under strict federal laws, your RIA is required to adhere to regulatory standards and uphold a fiduciary duty, assuring that their investment advice and recommendations are always in your best interests.
Proactive Advice. Same Fee. No Brainer.
From tax optimization and wealth transfer strategies, we do the work your money manager isn’t – you’re already paying an advisory fee so why not get the clear advice that you deserve?
