Clarity Advisors
Clarity Advisors was founded in 2024 in response to the rigid, limited offerings of traditional financial firms. After more than a decade of working with clients, founder Michael Brady saw firsthand how large institutions often failed to meet the real needs of individuals, families, and business owners. He started Clarity Advisors to provide a single, reliable place for financial guidance—where clients can get the advice, strategies, and services they actually need, all under one roof.
At Clarity Advisors, we go beyond just managing investments. We help clients navigate every major financial decision, from planning for retirement to protecting their families and businesses. Our services include:
• Retirement Planning – Helping clients map out a path to financial independence, whether they’re decades away or already retired.
• Investment Management – Creating and managing portfolios tailored to each client’s risk tolerance, goals, and time horizon.
• Life Insurance – Evaluating coverage needs and securing policies that provide financial security for loved ones.
• Tax Planning & Filing – Identifying tax-saving opportunities throughout the year and handling tax preparation to ensure compliance and efficiency.
• Business Valuation & Exit Planning – Advising business owners on financial strategies, valuation, and long-term planning.
• Estate Planning (Trusts & Wills) – Ensuring assets are protected and passed on according to a client’s wishes through proper estate planning strategies.
Whether planning for the future, managing wealth, or making critical financial decisions, Clarity Advisors provides the guidance and solutions clients need—without the constraints of traditional financial firms.
At Clarity Advisors, we go beyond just managing investments. We help clients navigate every major financial decision, from planning for retirement to protecting their families and businesses. Our services include:
• Retirement Planning – Helping clients map out a path to financial independence, whether they’re decades away or already retired.
• Investment Management – Creating and managing portfolios tailored to each client’s risk tolerance, goals, and time horizon.
• Life Insurance – Evaluating coverage needs and securing policies that provide financial security for loved ones.
• Tax Planning & Filing – Identifying tax-saving opportunities throughout the year and handling tax preparation to ensure compliance and efficiency.
• Business Valuation & Exit Planning – Advising business owners on financial strategies, valuation, and long-term planning.
• Estate Planning (Trusts & Wills) – Ensuring assets are protected and passed on according to a client’s wishes through proper estate planning strategies.
Whether planning for the future, managing wealth, or making critical financial decisions, Clarity Advisors provides the guidance and solutions clients need—without the constraints of traditional financial firms.
0
Client Reviews
0.65 to 1%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.65% to 1%
One-Time Financial Planning Fee
$0 to $5,000
About Clarity Advisors
Approachable planning, without compromise. Many have accounts, if you have a plan.
Disclaimer
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"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
