Fee-Only Fiduciary Advisors
Your financial future, clearly defined.
Comprehensive wealth management for individuals and families who expect more from their financial advisor. Independent, conflict-free guidance since 2008.
$680M+
Assets Under Management
97%
Client Retention Rate
12+
Average Years per Relationship
8
Professional Credentials (CFP, CFA, JD)
What We Do
Comprehensive Financial Guidance
We provide integrated planning across the areas that matter most to your financial security and legacy.
Retirement Planning
Comprehensive retirement income strategies, Social Security optimization, pension analysis, and distribution planning for pre-retirees and retirees.
Investment Management
Diversified portfolio construction, risk management, tax-efficient investing, and ongoing rebalancing aligned with your goals and timeline.
Tax Planning & Optimization
Proactive tax strategies including Roth conversions, tax-loss harvesting, charitable giving strategies, and multi-year tax projections.
Estate & Legacy Planning
Wealth transfer strategies, trust coordination, beneficiary planning, and charitable legacy design to protect what you have built.
Our Process
A Deliberate Approach to Your Financial Life
We do not believe in one-size-fits-all financial plans. Our four-step process ensures that every recommendation is grounded in a deep understanding of your unique circumstances, goals, and concerns.
Learn About Our ProcessDiscovery
Deep-dive conversation about your goals, concerns, assets, and family. No assumptions, no shortcuts.
Analysis
Comprehensive financial modeling across multiple scenarios. Stress-testing your plan against market volatility, inflation, and life changes.
Strategy
Detailed, written recommendations with clear rationale. We present options, explain trade-offs, and let you decide.
Partnership
Ongoing management, quarterly reviews, and proactive adjustments. We adapt as your life evolves.
“Katherine and her team helped us see our retirement not as a financial cliff, but as a well-planned transition. Three years in, we have more confidence in our finances than we ever had while working.”
Robert & Linda M.
Clients since 2019
Our Team
Experienced, Credentialed, Committed
Our advisors bring decades of institutional experience to personalized wealth management.
Katherine Harwell
CFP®, CFA
Managing Partner
Thomas Park
CFP®
Senior Advisor
Olivia Reeves
CFA
Investment Director
Daniel Marsh
JD, CFP®
Estate Planning Specialist
Ready to Bring Clarity to Your Financial Future?
Schedule a complimentary consultation to discuss your goals, ask questions, and determine whether Clarity Financial is the right fit for you.
Clarity Financial Advisors is a registered investment advisor. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. This website is for informational purposes only and does not constitute investment, tax, or legal advice.