About Clarity Capital Management

Welcome to Clarity Capital Management

Clarity Capital Management, LLC was founded on the belief that everyone, regardless of level of wealth, should be entitled to objective financial advice that is free from conflicts of interest. We also believe that a financial plan should not be created only to help an advisor sell a product that may or may not be in the clients best interest.

Clarity Capital Management is an Independent fee only financial planning firm located in Tigard, Oregon and founded by  Ryan Mohr, CFP® and NAPFA Member. Clarity Capital was founded to help active young professionals, families and businesses achieve financial confidence. Being independent means we work directly for our clients, as opposed to representing a bank, brokerage, or insurance company. This allows us to consider all possible solutions for your planning and investing needs, instead of being restricted to a particular parent company offerings. As a fee only fiduciary, our clients best interest always come first, which is something that is of great importance. Ultimately, we are able to provide unbiased advice to the clients we work with. By separating financial product sales from advice, we can remove conflicts of interest and focus on what is important to you and your goals.

WHAT IS A CERTIFIED FINANCIAL PLANNER™?

You’ll find a lot of people in the industry calling themselves financial planners or financial advisors. You don’t need a special license or certification to claim this title. A CERTIFIED FINANCIAL PLANNER™ is someone who has met and maintains a set of very high standards set by the Certified Financial Planner Board of Standards (CFP Board). These include industry experience, education, ethics and passing a rigorous comprehensive CFP® Certification Exam. Visit the CFP® Board website to learn more about this title and designation.

About Ryan Mohr

I started my career in Financial Services in late 2007 by working as a registered representative of a large Insurance company for about 6 years. I worked with individuals and families to help them with financial planning issues as part of a larger team. I also spent a fair amount of my time engaged in the portfolio management side of the business helping to create and manage investment models and trade accounts that were managed by our team. I obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2011 as I felt it was important to earn this designation to show my knowledge in all aspects of financial planning and to be able to better position myself to help my clients.

After feeling the need to grow in my career and experience, I made the difficult decision to leave that position in 2013 to pursue a new career in back office operations within a local Broker Dealer and ultimately managed a team supporting independent Financial Advisory Firms around the country. Over my 4 years with this company I expanded my knowledge of the financial industry by learning more about securities clearance and operations, compliance, and about the independent channel of advisers that are growing in this industry.

While I learned a great deal in my last role, I began to miss working with people on personal financial planning and investment management. I also started to see a huge need within my own age group for objective financial planning advice as the Gen X and Y generations were growing their families, their careers were growing and life's changes take hold. Generation X and Y is very much ignored in this industry due to not having accumulated the degree of wealth as baby boomers and older generations, therefore generally viewed by our industry as being less profitable. I feel strongly that this is fundamentally wrong and that everyone, regardless of wealth, should have access to quality financial planning advice. I knew that the best way to provide this service was to build a business tailored to this age group. By building an independent financial planning firm, I can focus on providing sound advice that is tailored to my clients individual needs, not the needs of an overarching company.

In my free time, you may catch me outdoors running or cycling, hiking or generally enjoying the outdoors of the northwest with my wife Amalia, and 3 yr old son Adam!

Clarity Capital Management, LLC is a Registered Investment Advisor in the State of Oregon. Prior to any advisory work conducted outside Oregon, Clarity Capital Management would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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503.388.5781

info@claritycapitalmgmt.com

Tigard, OR.

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