Clarity Capital Management is an Independent Fee-Only Financial Planning and Investment Management Firm Located in Portland, Oregon
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What Makes Clarity Capital Different?
Advice, Not Sales. People, Not Products
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.
Fiercely Independent
As an independent firm, we work directly for our clients, as opposed to representing an overarching insurance or brokerage company.
Sworn Fiduciary
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.
Helping Gen X and Gen Y Clients Solve Their Unique Financial Concerns
Clarity Capital Management is an independent fee-only financial planning and Investment Management firm in Portland, Oregon serving clients both locally and across the nation through virtual planning relationships. Clarity Capital Management was founded to primarily help active mid and late-career Gen X and Y professionals, families and businesses who want to achieve financial confidence and independence. As a fee only fiduciary, our clients' best interests always come first.
Where We Focus
Investment Management
Evidence-based investment management tailored to your goals, risk tolerance, and time horizon
College Planning
Are you wondering how exactly you will help pay for your children’s college expenses, and how to reduce the cost of college?
Tax Planning
Are you doing what you can to reduce the impact of income taxes, both now and in the future?
Retirement Planning
Will you have saved enough to last you through your retirement years? How will you manage a retirement income strategy?
Risk Management
Is your family adequately protected against unanticipated risks?
Cash Flow Planning
Are you managing debt and saving enough to meet both your long and short term financial goals?
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Partners and Affiliations
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