Who We Are | Clarion Advisors

Our Firm

We believe in putting client interests first. To that end, we do not represent investment companies, or accept commissions or other financial benefits for the "sale" of investments. We work directly for our clients in the management of their investments. We listen to each client carefully, making sure we understand their financial circumstances, income needs, long term goals and dreams. We don't believe in "one size fits all" financial investment. Our recommendations are designed individually to meet each client's personal needs. In our firm, "good business ethics" is not an out dated idea, it is at the core of every decision we make.

Clarion Advisors was established in 2008 out of a desire to provide conflict free financial advice. Being a fee-only independent financial advisory firm allows us to focus on our clients, not sales.

Our team of qualified retirement professionals have extensive experience working with individuals, business owners, municipalities and both public and private employees. Our expertise includes comprehensive retirement planning, investment selection and portfolio management.

Clarion works with an extended network of Certified Public Accounts (CPAs), estate planning attorneys and risk management professionals to help clients build comprehensive retirement plans that include income and tax planning, estate planning, and insurance services, along with investing.

A Five Pillar Approach to Financial Planning

Our Qualifications

Our Values

Our values are what we think is important. They’re what make us who we are and make our business what it is. These are the values that govern us at Clarion Advisors:

Independence
We work for our clients. Not investment companies. That means you get independent, unbiased advice, not sales. Since we are not brokers, hidden fees, commissions or proprietary funds don’t cloud our vision or create conflicts of interest. As independent investment advisors, we are truly free to do what we like to do--provide advice and solutions that champion the best interests of our clients.

Client-focus
When we say that we put client interests first, we’re not kidding. We are interested in your story and know your chances for financial success are better when you’re prepared. We want to help in that process. By supporting your financial health, steering your progress, and acting as your legal fiduciary, we’re investing in you. We take that very seriously.

Integrity
Integrity means we’re honest with ourselves and honest with you. We hold ourselves accountable even when it’s hard. For us, good business ethics isn’t an abstract concept or outdated idea, it’s at the core of every decision we make.

Service
Service is what we do. We help our clients achieve tangible financial goals. That means we need to be at the top of our game. We continually strive to do that, working diligently to provide sound, pertinent advice and follow an informed, disciplined approach to investing. Because how we serve you matters to us, we strive to make sure we’re not only there at the onset, but available to answer your questions and give you help along the way.

Freedom
Freedom is why we do what we do. A good plan and a disciplined adherence to that plan are foundational for financial independence, and financial independence is financial freedom—the ability to spend your time, energy and resources
on what matters most to you. Financial freedom is not just for those who have reached a certain age or attained a certain level of financial success, it’s for those who plan carefully, prepare diligently and live deliberately.
We strive to help you get there.

At certain places on our website we offer direct access or links to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Clarion Advisors, Inc. Clarion Advisors, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Clarion Advisors, Inc. does not necessarily endorse or recommend any commercial product or service described at these websites.

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