Our Firm

Team (definition):  A group of people with a full set of complementary skills working together toward a common goal:  Helping you be well-prepared for your financial future!

The Clevenger Financial Team: We’ve assembled a team of financial professionals with a broad set of complementary financial skills and experience to help toward your goals.  Our strong sense of mutual commitment generates a result greater than the sum of its individual members. 

With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies.


Benefits to You: 

  • A Professional Team:  financial industry talent personally selected by me based on their professionalism, significant industry designations and experience
  • Economies of Scale: level of experience in their respective disciplines enables them to deliver services efficiently
  • Depth and Breadth: in financial, investment, insurance, tax and estate planning strategies
  • Customized Financial Planning:  tailored to YOUR specific needs and circumstances and managed with a focus on tax-efficiencies
  • Integrated Financial Management:  tying your needs together and coordinated through a single contact for your convenience
  • Confidence:  knowing that your financial future is our #1 priority