Our mission at ClaraPHI is to assemble a team that believes in contributing to investment education. We provide meaningful and relevant advice, and through prudent investing, work to improve our clients' financial future.

What makes ClaraPHI distinctly different is our philosophy of collaborative financial planning. We believe that investors are best served when three professional advisors - an attorney, CPA, and financial advisor - all work together.   ​Our vision is to perfect the way the world plans by creating a network of highly educated financial advisors, estate planning attorneys, and CPAs who support one another in crafting comprehensive wealth plans to enhance your financial well-being. We strive to accomplish this in a number of ways. 

​ClaraPHI has developed turn-key programs designed to make it as easy as possible  for  CPAs,  attorneys,  and  financial institutions to partner with   a registered   representative   to    provide   financial / investment services  to the investor. Because of our unique corporate structure and our relationship with the ClaraPHI affiliate companies, your ClaraPHI advisor is able to access member estate planning attorneys and CPAs who embrace the collaborative planning model and are willing to share their expertise.​

​Strong back office technology is a prerequisite in our industry but it is how that technology is used that differentiates ClaraPHI. Our technology is always designed to make investing easier, and offers secure account view for the advisor and client and on demand and quarterly performance reporting.