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The CFP®/CPA®/CDFA® Advantage

Get the Expert Attention You Need.

With more wealth comes more complexity.  The decisions you make and the strategies you choose today can have far-reaching impacts.  And not every financial advisor out there has the experience or skills to help you manage your money right, so it lasts.

But you need that experience and skillset because making the wrong choices can mean not reaching your goals and suffering excessive losses.

That’s why you need more than a retail financial advisor.  You need someone who has the experience and knowledge to help you navigate uncertain times and significant financial decisions.  And ideally, more than one person to bring multiple perspectives, strengths, and expertise.

A Multi-Disciplinary Team of Experts

At Clariti, that’s precisely what you get.  You’ll work with a small team of professionals, all of whom are focused on helping you maximize your resources.

Your Clariti team includes:

 

CERTIFIED FINANCIAL PLANNER™ professionals

Who have been awarded this credential after completing comprehensive coursework, passing a rigorous exam, and completing experience requirements. Only 1 in 4 U.S. financial advisors have earned this prestigious mark.

CERTIFIED PUBLIC ACCOUNTANT® professionals

On our team have passed the notoriously rigorous, multi-day exams required of this professional mark. CPAs have a broad base of accounting and tax knowledge to help you save on taxes and invest more tax-efficiently.

CERTIFIED DIVORCE FINANCIAL ANALYST®

Who bring advanced knowledge in tax law, asset division, and negotiation for divorce, asset protection, and business partner issues.

Some of our team members hold multiple credentials, providing even deeper expertise.

More importantly, as a team, we have years of experience helping people like you solve their toughest challenges.  This accumulated experience allows us to help our clients steer clear of problems and achieve financial confidence.

Conflict-Free Advice

There is one thing we lack at Clariti: conflicts of interest.  Conflicted advice is estimated to cost American retirement savers over $17 billion every year, according to a White House Council of Economic Advisors task force report.

Fortunately, you can avoid all that with Clariti.  We were the first fee-only firm in Delaware, meaning we charge you fees, not commissions. So you pay us like you pay your accountant or attorney, with fees for advice.

We don’t accept any compensation from anyone but our clients, so our loyalty is only to you.  Instead of product recommendations, you get high-quality, objective advice.

Of course, it’s the right thing to do.  A financial advisor should give real advice.  To us, that just makes sense. We align our success with your success. As you do better, we do better, too.

Providing True Planning with a Low Client-to-Advisor Ratio

At many firms, advisors are pressured to continually add more assets.  You’ll hear these firms award “top producers” for bringing in more accounts each year.

While that’s good for the firm, that’s not good for clients because advisors tend to focus more on sales than their clients’ long-term results.  At Clariti, we provide true financial planning because we have enough advisors to do it effectively. We are more interested in quality than quantity.

With our low client-to-advisor ratio, you’ll get the attention you deserve.

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You’ll work with a small team of professionals, all of whom are focused on helping you maximize your resources.

OUR FINANCIAL PLANNING IS COMPREHENSIVE!

We cover cash management, debt planning, investment management, education expense funding, insurance and employee benefit reviews, income tax planning, retirement or longevity planning, and estate planning.

How can we assist you?

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