Welcome to Claris.
Welcome to clarity.
Your life is constantly changing. And so, too, is the world of finance. New technology, new opportunities, new financial challenges: they all add up to create an intensely complicated scenario. At Claris, we're here to bring it all into focus.
Claris was founded by John Paxton in January 2009. It was the height of the recession, and John recognized a tremendous need to bring people smart, personal, independent-minded financial guidance. Today, from our offices in Richmond, Virginia, we're helping clients across the country gain clarity, with exceptional service for financial planning and management.
The year 2026 marks our 17th anniversary in the business.
Thanks to our clients and friends for helping to make this happen.
Addressing the four keys to financial clarity.
1
Know what you have.
Claris's simple, secure platform lets you see your accounts online and observe changes daily.
2
Know why you own it.
Claris uses a financial planning system that helps you define and test your financial goals.
3
Know the risks you're facing.
We'll work with you to define a "risk appetite" that's consistent with your personal comfort level.
4
Know what it all costs.
We charge a simple fee for our services, with no hidden surprises.
What our team has to say.
"I'm not just here so you can retire - I'm here for every step along the way."
- Aaron Gibbs
Wealth Manager
How can we help you today?
Whether you're just starting out or are a seasoned investor, we're here to help.
What’s your investment IQ?
These days, investing in financial markets is a common practice. Yet many Americans remain under-informed abvout how various investment produts really work. Would you like to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."