Ryan Mohr
CFP®
Clarity Capital Management
Principal and Founder
Ryan Mohr
CFP®
Clarity Capital Management
Principal and Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ryan Mohr, CFP®
Fee-Only Financial Planner located in Tigard, OR and serving the entire Portland, OR area and clients across the country
Ryan Mohr is a Tigard, OR fee-only financial planner. Clarity Capital Management provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ryan Mohr is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ryan Mohr is the Principal and Founder of Clarity Capital Management located in Tigard, OR.
I started my career in Financial Services in late 2007 by working as a registered representative of a large Insurance company for about 6 years. I worked with individuals and families to help them with financial planning issues as part of a larger team. I also spent a fair amount of my time engaged in the portfolio management side of the business helping to create and manage investment models and trade accounts that were managed by our team. I obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2011 as I felt it was important to earn this designation to show my knowledge in all aspects of financial planning and to be able to better position myself to help my clients.
After feeling the need to grow in my career and experience, I made the difficult decision to leave that position in 2013 to pursue a new career in back office operations within a local Broker Dealer and ultimately managed a team supporting independent Financial Advisory Firms around the country. Over my 4 years with this company I expanded my knowledge of the financial industry by learning more about securities clearance and operations, compliance, and about the independent channel of advisers that are growing in this industry.
While I learned a great deal in my last role, I began to miss working with people on personal financial planning and investment management. I also started to see a huge need within my own age group for objective financial planning advice as the Gen X and Y generations were growing their families, their careers were growing and life's changes take hold. Generation X and Y is very much ignored in this industry due to not having accumulated the degree of wealth as baby boomers and older generations, therefore generally viewed by our industry as being less profitable. I feel strongly that this is fundamentally wrong and that everyone, regardless of wealth, should have access to quality financial planning advice. I knew that the best way to provide this service was to build a business tailored to this age group. By building an independent financial planning firm, I can focus on providing sound advice that is tailored to my clients individual needs, not the needs of an overarching company.
In my free time, you may catch me outdoors running or cycling, hiking or generally enjoying the outdoors of the northwest with my wife Amalia, and 3 yr old son Adam!
Ryan Mohr is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Clarity Capital Management, LLC is an independent fee only financial planning and Investment Management firm located in Tigard, Oregon. Clarity Capital Management was founded to primarily help active young Gen X and Y professionals, families and businesses who want to achieve financial confidence and independence. As a fee only fiduciary, our clients best interests always come first.
Mission:
Our objective is to provide you with sound, trustworthy guidance so you can maximize your wealth, plan for tax efficiency, simplify your finances, and successfully reach your life goals with financial confidence
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Ryan Mohr is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Ryan Mohr is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Ryan Mohr is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Ryan Mohr
Office Locations:
-
7307 SW Beveland St
Tigard, OR 97223
