At Clarity Wealth Planning, we provide independent, proactive financial planning and custom investment management tailored to your unique needs. With our proprietary service model, CFP® certification, and fiduciary responsibility, we’re committed to transparent communication and delivering solutions that align with your priorities every step of the way.

Our Beliefs

Each client is unique, and their plan should reflect that.

Clients deserve unbiased advice from their advisor, free from any pressure to promote specific investments or companies.

All recommendations should be in the client’s best interest, period.

Clients deserve an advisor who actually knows what’s going on within their portfolio, not someone who can’t explain the rationale behind certain holdings and instead defers to “portfolio managers.”

All clients should have a plan in place, with a clear and concise roadmap to reach their objectives.

Clients deserve an advisor licensed to offer any suitable strategy, ensuring no knowledge gaps or conflicts of interest that might steer them away from certain options.

Clients deserve proactive communication from their advisor commensurate with the complexity of their situation.

Meet Our Team