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.