Clarity Investments + Planning LLC

Fee-Only firm offering ongoing investment management as well as hourly and fixed-fee financial planning services. Model portfolios are well-diversified and selected according to client risk tolerance, time horizon and goals. Clarity's investment strategy primarily uses Dimensional Fund Advisors (DFA) and other mutual funds, with emphasis on asset allocation and low expenses rather than market timing or active management. A full menu of financial planning services is offered separately to allow for optimal customization to client needs and budget.

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Advisors at this Office

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This Office

118 N Bedford Rd Ste 100 Mount Kisco, NY 10549-2555 Phone: (212) 730-7029 Fax: (212) 868-3140

Primary Office

118 N Bedford Rd Ste 100 Mount Kisco, NY 10549-2555 Phone: (212) 730-7029 Fax: (212) 868-3140