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We Work For You 

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.


  • “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."

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.