Our Clients Expect MORE
Expect More From Us. We Do.
Clayton Financial Group clients can always expect more to help them achieve their plans for life: extraordinary, responsive service from experienced professionals; a complete portfolio of investment, financial, tax, estate and risk management solutions; and a partnership based on trust, transparency, and accountability.
Since our first day as an independent boutique advisory firm with national coverage, CFG has assumed the responsibilities of a full fiduciary. For prospective clients and existing clients, this is exciting news because it means our incentives are fully-aligned and our recommendations are exclusively in your best interest.
Also, unlike many Registered Investment Advisors, we have always been 100% fee-only; we have never received an insurance commission, a referral fee, or any compensation except directly from our clients.
We partner with individuals and families in 38 states and manage a portfolio of over $1.5B for corporate executives, entrepreneurs, retirees, and many others.
Additionally, we work with companies to manage their retirement plans, always serving the best interest of employees with menus of carefully-screened investment offerings.
Our Areas of Expertise
Tax Planning
Tax planning plays a crucial role in preserving and growing your wealth, and it's essential to work with an advisor who has the expertise to navigate the ever-changing tax landscape. We help you make the most of your tax planning strategies.
Estate Planning
Estate planning is organizing your assets, determining how they will be distributed upon your death, and selecting the individuals who will manage your estate. We can help you develop a comprehensive estate plan that meets your unique needs and goals.
39 States
We serve clients across the country
$1.4 Billion
In assets under our care
100% Fee Only
No asterisks, kickbacks, or commissions
Always Compliant
Download our ADV (Uniform Application for Investment Adviser Registration) and CRS (Client Relationship Summary).