About Clarion

Unique Relationships
Each year we invite a limited number of individuals and families to become our clients. Every client relationship begins with an initial consultation focused on core values and financial goals. Provided there is a sense of alignment, we set mutual expectations and determine an appropriate path forward. Our clients partner with us to implement investment strategies and receive ongoing wealth management advice.
Client Expectations
- A goal-oriented, values-based, confidential relationship with a trusted advisor
- Objective analysis, independent advice, and clear strategies
- Exceptional client service and access to staff—with a quick response time
- Full and fair disclosure regarding all aspects of risks and fees
- A reliable transition team for new clients
- An interactive, client-focused website
- Regular meetings with an advisor
- Opportunities for more in-depth education