About Us
Built on Trust, Guided by Expertise
Since 2008, Clarity Financial Advisors has helped individuals and families navigate complex financial decisions with confidence and clarity.
Our Story
Founded on a Simple Belief
Clarity Financial Advisors was founded in 2008 in Boston by Katherine Harwell with a conviction that the financial advisory industry could do better. Too many firms prioritized products over people, transactions over relationships, and short-term gains over long-term security.
Katherine left her position as Vice President at Goldman Sachs Wealth Management to build something different: a firm where every advisor is a fiduciary, every recommendation is conflict-free, and every client receives the thoughtful attention that complex financial lives demand.
Today, our team of four senior professionals manages over $680 million in assets for families across the Northeast. We have grown deliberately, choosing depth over breadth, because we believe that meaningful financial guidance requires a genuine understanding of the people we serve.
$680M+
Assets Under Management
97%
Client Retention Rate
12+
Average Years per Relationship
8
Professional Credentials (CFP, CFA, JD)
Our Team
The People Behind the Plan
Each member of our team brings institutional-caliber expertise to personalized client relationships.
Katherine Harwell
CFP®, CFA
Managing Partner
22 years experience
Katherine founded Clarity Financial Advisors in 2008 with a simple belief: financial advice should serve the client first, always. Previously VP at Goldman Sachs Wealth Management, she brings institutional rigor to personalized planning. Her practice focuses on comprehensive wealth management for high-net-worth families navigating complex financial landscapes.
Thomas Park
CFP®
Senior Advisor
16 years experience
Thomas specializes in retirement income planning, drawing on his actuarial background to build mathematically sound distribution strategies. His clients are typically within ten years of retirement or recently retired, seeking confidence that their savings will sustain their desired lifestyle. His analytical precision, combined with genuine warmth, puts clients at ease during one of life’s biggest transitions.
Olivia Reeves
CFA
Investment Director
14 years experience
Olivia leads portfolio strategy and investment manager selection for all client accounts. Her experience at BlackRock gave her deep insight into institutional investment processes, which she now applies to individual portfolios. She is a disciplined, evidence-based investor who believes that risk management is the foundation of long-term wealth creation.
Daniel Marsh
JD, CFP®
Estate Planning Specialist
18 years experience
Daniel coordinates estate and tax planning strategies, bridging the gap between legal structures and financial goals. As a former trust attorney at Sullivan & Cromwell, he brings a lawyer’s precision to wealth transfer planning. He works closely with clients’ attorneys and CPAs to ensure every element of their estate plan is aligned and current.
Our Values
What We Stand For
These principles are not negotiable. They define who we are and how we serve every client.
Fiduciary Always
We are legally and ethically bound to put your interests first. No commissions, no conflicts, no exceptions.
Long-Term Thinking
We build plans measured in decades, not quarters. Patient, disciplined strategies that compound over time.
Transparency in Fees
You will always know exactly what you pay and why. No hidden charges, no embedded costs, no surprises.
Personal Attention
We deliberately limit our client relationships so every family receives the time and focus they deserve.
Let Us Get to Know You
The best financial relationships begin with a conversation. Tell us about your goals, and we will tell you how we can help.
Start a Conversation