At Clarity Capital Management, we believe that everyone deserves clear, objective financial advice that is free from conflicts of interest. We are an independent fee-only financial planning and investment management firm located in Portland, Oregon, serving clients locally and across the nation through virtual planning relationships.
Our Story
We were founded on the principles of providing unbiased advice to our clients, with the goal of helping active young professionals, families, and businesses achieve financial confidence. Being independent means we work directly for our clients, without being influenced by a particular parent company or product. This allows us to consider all possible solutions for your planning and investing needs, without the restrictions of a larger organization.
Our Team
Our team is led by Ryan Mohr, CFP, who has over a decade of experience in the financial services industry. With a background in both front-office and back-office operations, Ryan has a unique understanding of the financial industry and a passion for helping his clients achieve their financial goals.
Our Services
At Clarity Capital Management, we offer a range of services designed to meet the unique needs of our clients. Our services include:
- Investment Management: Evidence-based investment management tailored to your goals, risk tolerance, and time horizon.
- Financial Planning: Comprehensive financial planning to help you achieve your financial goals.
- College Planning: Strategies for reducing the cost of college and planning for your children's education expenses.
- Tax Planning: Strategies for reducing your income taxes, both now and in the future.
- Retirement Planning: Planning for your retirement income strategy and ensuring you have enough saved for your golden years.
- Risk Management: Protecting your family from unanticipated risks and ensuring you have adequate coverage.
- Cash Flow Planning: Creating a plan to manage your debt and savings, and ensure you have enough for both short-term and long-term goals.
What Sets Us Apart
At Clarity Capital Management, we believe that everyone deserves clear, objective financial advice. We are fiercely independent, meaning we work directly for our clients, without being influenced by a particular parent company or product. Our clients' best interests always come first, and we are committed to providing unbiased advice to help you achieve your financial goals.
Contact Us
If you are interested in learning more about how Clarity Capital Management can help you achieve your financial goals, please don't hesitate to reach out. We would be happy to schedule a consultation to discuss your financial needs and goals.
