Clarity Advisors

0.0 stars · 0 reviews · Serves New York · Specializes in Business Owners/Entrepreneurs, Multi-generational Families, Pre-Retirees (5-10 years out)

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 horizon. • Life Insurance – Evaluating coverage needs and securing policies that provide financial security for loved ones. • Tax Planning & Filing – Identifying tax-saving opportunities throughout the year and handling tax preparation to ensure compliance and efficiency. • Business Valuation & Exit Planning – Advising business owners on financial strategies, valuation, and long-term planning. • Estate Planning (Trusts & Wills) – Ensuring assets are protected and passed on according to a client’s wishes through proper estate planning strategies. Whether planning for the future, managing wealth, or making critical financial decisions, Clarity Advisors provides the guidance and solutions clients need—without the constraints of traditional financial firms.