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Creating simplicity
in a complex world.

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We Work For You 

Claris was founded by John Paxton in January 2009. His mission: to bring clarity to a world that was, at that point, in financial turmoil. It was the height of the recession, and John recognized a tremendous need to bring people smart, personal, independent- minded financial guidance.

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Our approach to planning

The focus is always on you.

A useful financial plan starts with a conversation.

Establish strategies that work for you.

Successful planning is a continuous process.

Let us help bring clarity to your financial future.


WHAT OUR TEAM HAS TO SAY


  • “I take my clients’ finances very personally.”

    - John Paxton

    President and Managing Director

  • “Wealth management is a complicated practice that I work to make easy.”

    - Dan Murphy

    Wealth Manager

  • “I'm not just here so you can retire - I'm here for every step along the way.”

    - Aaron Gibbs

    Wealth Manager

  • “I’m here for my clients for the long term. Because that’s what investing is all about.”

    - Chris Farver

    Wealth Manager

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."