Independent

Being an independent firm means we are not bound to any specific financial institution or their products, and can instead recommend whatever is best for our clients’ specific needs.

Fee-only

Fee-only means we receive no commissions or incentives for recommending any specific investments to our clients.  We receive the same compensation regardless of our recommendations.  Clients know and see what they pay us for our services. Period.

Fiduciary

Just a fancy way of saying we must always act in the best interest of our clients. This may seem obvious, but many “financial advisors” are not held to this standard.

Clayton Phillips CFP®, Owner, Financial Planner

Clayton Phillips brings 15 years of experience in financial planning to help guide clients through the various financial decisions and transitions in life with foresight and confidence.

We believe that financial planning is a process, not a product, and that it’s the allocation of limited financial resources to unlimited alternatives.

To us, caring service means meaningful conversations, proactive guidance and clear follow-through.

Clarity Financial, L.L.C. is a fee-only financial planning firm with an ongoing mission to provide independent and objective financial advice of the highest standard.