As a fee-only firm, our only source of compensation is our clients. Without commissions or sales charges, there is no incentive to recommend anything but what we believe is best for your situation.

Clarity in your investments.

Investing doesn’t have to be complicated or confusing. Using your goals and risk tolerance, together we can form an investment strategy that you are comfortable with in good and bad markets.

Clarity in your financial future.

Every client is unique, with different goals and priorities. As financial planners, we can help you plan for the future, learn about your options, and make informed decisions. Our goal is to help you make your own decisions to get what you want out of life.

Located in Westchester County with meeting availability in Manhattan, Clarity Investments + Planning LLC offers ongoing investment management as well as hourly financial planning services. There is no minimum net worth required of clients.

Contact us for a free initial consultation today!