Clayton Financial Group

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 over 50 years of collective experience in helping clients navigate the complex sea of investment options, tax and estate planning, risk management, charitable giving, and business succession using state-of-the-art resources, tools, technology, and partnerships. The current Managing Directors own Clayton Financial Group and are defiantly independent to serve best 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 manages assets of over $ 400 million in over 20 states.