Personalized investment management, tax planning, insurance, and estate strategy - all in one place.

We help build ideal futures for our clients, our team, and the communities we serve.

Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.

Sozo enables families to dream, define and experience life on purpose.

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

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...