Financial Concierge Solutions

Welcome to the Clayton Financial Group! Each client family has unique goals and objectives and we look forward to exploring and defining these with you. As your Personal CFO (Chief Financial Officer), our responsibility is to advise you on how best to manage, grow, and protect your family’s assets. Our purpose is to help you make prudent financial decisions.

We look forward to discussing the goals that are most important to you.

Our Vision


Our mission is to serve as your trusted financial advisor by:
  • Developing comprehensive, value-added solutions.
  • Preserving client trust by offering independent, objective advice.
  • Providing financial expertise.
  • Maintaining life-long and multi-generational relationships.
Our Process


Through our unique approach, we help you reach your personal financial goals by:
  • Conducting an initial interview
  • Using data discovery
  • Developing a financial action plan
  • Implementing the plan
  • Using ongoing interaction
Questions to Consider


Did you know many people spend more time planning their family vacation than their own retirement?
  • Do you have a documented financial plan?
  • What are your financial goals and objectives?
  • How do you measure whether you are reaching your goals?