Clarity Financial
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Phone Number: 302-632-7898
Address:
11024 Coon Den Rd, Greenwood, DE 19950
Website: http://www.theclarityfinancial.com
At Clarity Financial, we believe everything we have is entrusted to us by God, and that includes our finances. We are a fee-only, fiduciary advisory firm that helps families, small business owners, and retirees steward their wealth in a way that honors their faith. Through Biblically Responsible Investing, we build portfolios that screen out companies involved in abortion, gambling, pornography, and predatory lending, and actively seek out faith-aligned businesses, so what you invest in reflects what you believe. We start by understanding your family, your priorities, and the legacy you want to leave, then build a plan around them, with services that include retirement planning, investment management, tax and estate planning, insurance and cash-flow analysis, and generosity strategies such as donor-advised funds.
We are paid only a transparent fee, never commissions, which keeps our interests aligned with yours. We have no account minimums and work remotely with clients across the country, including here on Delmarva. Start with a free, no-pressure portfolio screening to see how well your current investments line up with your values.
