John L. Csenge
CFP®, AIF®, CIMC
Founder & Managing Partner
Clarity
The need to be understood, both aspirationally and situationally
Successfully managing wealth requires overcoming three challenges:
Construction
The need for properly built investment portfolios
Management
The need for regular and ongoing advice
Additionally, we are a fiduciary, which means all of the recommendations we make are in your best interests. Some investment firms are only held to a “suitability” standard and are likely to recommend products that will pay the highest commissions or avoid those that pay no commissions. We believe our clients deserve better.
While most of the advisor groups in our network retain their independent structures when they join us, from time to time, we will acquire firms when certain synergies exist. This was the case with our acquisition of Main Line Financial Advisors, with its complementary approach and customer service philosophy.
