CLEAR SKIES FINANCIAL

Overview

Clear Skies Financial is an independent Registered Investment Adviser operating as a limited liability company that serves individual and family clients. The firm combines fee-based financial planning with discretionary portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its fee model is flexible—charging a percentage of AUM alongside hourly, fixed, and performance-based fees—which supports both ongoing wealth management relationships and project-based planning or advisory engagements. The firm is not positioned as an ESG specialist, does not represent a multi-state adviser network, and does not act as a pension consultant or related adviser. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments as the dominant allocation. Services include educational seminars and workshops in addition to one-on-one planning and portfolio oversight, indicating a client-facing practice that blends advice, product distribution (notably insurance and annuities), and portfolio management.

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Location & Offices