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Clarity Financial is 90%+ referral-based.

Our clients introduce us to our next clients. This is a testament that they like Clarity's approach, the Clarity team, and the continuity of that team year after year.


Unfortunately, too much of the financial services industry is a revolving door, which means you may get a new financial advisor every few years. Also, the process may feel pushy as the advisor is often trying to sell you something. We think you deserve better than that. You deserve a team of financial professionals who design your plan with you in mind. You deserve a team that doesn't change year after year. You deserve Clarity.

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Our team has been in operation and licensed with Mutual of Omaha since 2002 and Mutual of Omaha Investor Services since 2003. We rebranded as "Clarity Financial" in 2022, and we continue our relationship with Mutual of Omaha as they remain an important partner for us and our clients.
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