Clarity Advisors, LLC is an independent Registered Investment Advisor (RIA) in NYS, led by Michael Brady, CEPA. We help business owners and pre-retirees make confident financial decisions through Right-Sized Planning. Services include: • Comprehensive Financial Planning • Investment Management • Exit & Business Valuation Planning • Retirement Income Strategies • Estate & Legacy Planning • Tax-Efficient Wealth Strategies Meet with us: • Remote • In-person at your business or home • At our Downtown Buffalo office
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Winthrop Partners is a fee-only, fiduciary financial advisor offering comprehensive financial planning and investment management services nationwide. It charges a flat fee for services, receives no compensation from anyone other than the client, and is bound by oath and law to avoid all conflicts of interest. The firm's advisors have advanced degrees and accreditations including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant.
