Clarus Financial

Clarus Financial LLC is a fee-only wealth management firm committed to providing clarity to the complex and often daunting financial matters you and your family may face.

As a fee-only, independent investment advisor, we have no sales commissions or captive product lines that we are “encouraged” to use. Rather, our overriding principal as fiduciaries for you can best be summed up in the phrase, “We do for you, what we would do for our own families.”

Whether it is helping you find a long term care policy or selecting a college savings plan, our advice is guided by being on the same side of the table as you.

We also have the freedom to choose the best fit for your custodian as well as choosing from a large universe of investment options that we call “Best of Breed”. The focus of the Best of Breed research is to find solutions that are low cost, highly disciplined and provide reasonable risk adjusted returns for our client portfolios.

Clarus Financial is not a stock picker or a market timing firm. Instead, our mission is to build and manage broad based globally diversified portfolios that can help you and your family reach your dreams.

Our strategies can help you…

  • Save for a home or higher education
  • Plan for an adequate retirement income
  • Invest wisely for changing economic times
  • Provide for your family now and in the future

Questions & Answers

Would you like to know more? We suggest reviewing our helpful Questions & Answers. For more on Greg’s experience and qualifications, read his biography.

Contact Us

For an informal introductory conversation, call or e-mail at (513) 469-2050 or simply send us a note.

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Schwab Alliance Portal

Monitor your positions, current balances, investments, and transaction history.

Quarterly Newsletter

Autumn 2008 »
Maximum Optimist

Radio Talk Shows

Hard Truths with Phil Heimlich

Financial Events, pt I (September 20)
Financial Events, pt II (September 20)
The Oil Boom (August 19, 2008)
Pay Day Lending (May 17, 2008)

Mid-Quarter Briefing

Market Volatility and Subprime Mortgages
September 2007

Transforming IDEAS into ACTION- IMPACT 2006
September 2006

Recommended Reading

A Life Well Spent A Life Well Spent
Russ Crosson
An excellent read on how to distinguish between prosperity (the accumulation of goods on this earth) and posterity (the heritage we leave our children and the generations that come after us).

On the Road On the Road: Caring for An Aging Parent
Sheryl Garrett
Helps to develop and plan and set priorities for the care of an aging parent. Full of sensible need-to-know information from choosing housing options to what to expect from Medicaid and Social Security.

See all recommendations »