Clarify Wealth Management

Who We Are

At Clarify Wealth, we pride ourselves on providing top-notch financial services to our clients. With over 1,500 clients, we've built a reputation for delivering exceptional results and building long-term relationships with our clients. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals and secure their financial future.

Our Services

We offer a wide range of financial services designed to meet the unique needs of our clients. From investment advice and retirement planning to risk management and estate planning, our team is equipped to help you navigate the complexities of personal finance. Our services are tailored to help you achieve your financial goals, whether that's saving for the future, creating a legacy, or simply enjoying financial confidence.

What Sets Us Apart

At Clarify Wealth, we believe that a personalized approach to financial planning is key to achieving success. That's why we take the time to get to know each of our clients, understanding their unique goals and financial situations. Our team of experts is committed to providing clear, concise advice and guidance, helping you make informed decisions about your financial future.

Our Values

We operate on a foundation of integrity, professionalism, and a commitment to exceptional client service. Our team is dedicated to building long-term relationships with our clients, and we're passionate about helping individuals and families achieve their financial goals.

Meet Our Team

Our team of financial experts is comprised of experienced professionals with a deep understanding of the financial industry. Our team includes:

• James Brandenburgh, Chief Executive Officer & Partner
• Aubrey Ramey, Chief Financial Officer & Partner
• Brad Clark, Chief Investment Officer & Partner
• Adam Lisowsky, Chief Operating Officer & Partner
• Tanner Stepp, Senior Investment Strategist & Partner
• Chad Baxter, Director of Financial Planning
• Jake Walker, Financial Advisor
• Nancy Brunner, Office Manager
• Denise Kaeser, Paraplanner & Relationship Manager
• Jill Weiler, Process Coordinator
• Emily Knight, Administrative Associate
• Mary Fehrenbacher, Administrative Assistant

Contact Us

If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to reach out. We're available Monday through Friday from 8am-4pm EST. Contact us today at 1-513-381-0001 or info@clarifywealth.com.