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…
Would you like to know more? We suggest reviewing our helpful Questions & Answers. For more on Greg’s experience and qualifications, read his biography.
For an informal introductory conversation, call or e-mail at (513) 469-2050 or simply send us a note.

Monitor your positions, current balances, investments, and transaction history.
Autumn 2008 »
Maximum Optimist
Financial Events, pt I (September 20)
Financial Events, pt II (September 20)
The Oil Boom (August 19, 2008)
Pay Day Lending (May 17, 2008)
Market Volatility and Subprime Mortgages
September 2007
Transforming IDEAS into ACTION- IMPACT 2006
September 2006
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: 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.