A Holistic Approach to Goals Based Planning
Welcome to Clarity Capital Management
Clarity Capital Management, LLC is an independent fee-only fiduciary financial planning and Investment Management firm located in Tigard, Oregon serving clients both locally around the Portland, Oregon metro area and across the nation through virtual planning relationships. Clarity Capital Management was founded to primarily help active young 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.
Our objective is to provide you with sound, trustworthy guidance so you can maximize your wealth, plan for tax efficiency, simplify your finances, and successfully reach your life goals with financial confidence
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Would you benefit from proactive and disciplined investment advice during both good and bad economic environments?
Are you saving enough to meet both your long and short term financial goals?
Do you have a disciplined investment strategy to meet your short and long term goals?
Are you doing what you can to reduce the impact of income taxes?
Will you have saved enough to last you through your retirement years?
Is your family adequately protected against unanticipated risks?
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 the conflicts of interest that come from commissions and proprietary products. We primarily focus on individuals, families, and businesses of generation X and Y 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.
Fiduciary is just a fancy word that means I will act in your best interest at all times
CERTIFIED FINANCIAL PLANNER™ professionals are obligated to act in their client’s best interests. Period. Not everyone in the financial services industry is held to this standard. Additionally, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass a comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Learn more here.
Fee only means the only compensation we receive is through fees paid directly from clients. We cannot receive compensation through other forms such as commissions, 12b-1 payments or other kickbacks. This aligns our interests with our clients.
As an independent firm, we work directly for our clients, as opposed to representing an over arching insurance or brokerage company. This allows us to focus on all possible solutions for your planning and investing needs, instead of being restricted to a particular parent company offerings.
CERTIFIED FINANCIAL PLANNER TM