Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate, and risk management solutions that enable its clients to develop plans and achieve their goals. 

The firm was founded by partners with experience in helping clients navigate the complex world of investment options, tax and estate planning, risk management, charitable giving, and business succession using state-of-the-art resources, tools, technology, and partnerships. 

Clayton Financial Group is defiantly independent to serve its clients' needs rather than the needs of a corporation or many shareholders. To provide completely objective counsel to its clients, the firm's compensation model is fee only; no commissions are received for any investment or insurance products offered. 

The firm works with successful families across the country.

Clayton Financial Group

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Clayton Financial Group

Org chart

Teams

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