A simpler,
wealthier life.

We work to turn financial complexity into a clear path forward, so you can stop wondering and start living.*

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'Critical for investors to be diversified in their portfolios': Belanger on current market takeaways Learn More

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CLARO ADVISORS

Helping you imagine more for your money and your life.

Our personalized investment strategies are designed to support your financial plan — and the life you’re building.

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Proactive Planning

Mapping a plan for every milestone.

Life changes and your strategy should, too. Our proactive planning is designed to helps you meet today’s goals and prepare for what comes next.

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Life Planning

  • Retirement
  • Family Milestones
  • Estate Planning

Tax Strategy

  • Liability Planning
  • Identifying Potential Tax
  • Employer Equity

Investing

  • Custom Portfolios
  • Tax Loss Harvesting
  • Private Offerings

Risk Mitigation

  • Insurance Planning
  • Asset Protection Planning
  • Retirement Income

In our client's words

Claro has helped me thoughtfully prepare for retirement and plan my legacy. My advisor is highly responsive, experienced, and dedicated to helping me achieve my goals, every step of the way.

Resa, Washington

This testimonial was provided by Resa from Washington, a current client of Claro Advisors Inc. No compensation was provided for this testimonial. Resa’s experience may not be indicative of all client experiences.

Custom Portfolios

Designed to help your portfolio evolve with you.

We combine sophisticated strategies and personalized planning into one simple process.

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Portfolio Showcase
Financial Freedom • Sustainable Living • Travel the World • Education Funding • Early Retirement • Health and Wellness • Financial Freedom • Sustainable Living • Travel the World • Education Funding • Early Retirement • Health and Wellness •
Health and Wellness • Financial Freedom • Sustainable Living • Travel the World • Education Funding • Early Retirement • Health and Wellness • Financial Freedom • Sustainable Living • Travel the World • Education Funding • Early Retirement •

The Claro Team

Principled leadership, proven perspective.

Ryan Belanger

Ryan Belanger

Chief Executive Officer & Founder

CFP®
Jen Street

Jen Street

Head of Wealth Operations

Michael Simon

Michael Simon

Executive Chairman & Founder

Brad Osten

Brad Osten

Head of Platform

CFP® CFA®
Meet the Team About Claro

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Learn more about joining Claro Advisors.