We'll Help Bring Clarity During These Uncertain Times

We'll Help Bring Clarity During These Uncertain Times

Our first priority is helping you take care of yourself and your family. If you need to revisit your retirement plan during these uncertain times, we can help you prepare for any upcoming market volatility.

Please fill out the form above to schedule a complimentary consultation or to learn more about our services and how we can help.

Meet the Team

Meet the Team

Our reasons for becoming financial professionals are deeply personal. Brian dreamed of being a financial advisor when he was in college, envisioning having his own firm one day. Jim has been in the industry nearly 30 years and is passionate about serving his clients as an advisor and serving the community as an active firefighter. John has known no other career since graduating from college. 

Peter, who has nearly 33 years of experience in the financial services industry, made the decision to join Claritas Financial Partners to improve his client service and continue to provide his clients with personalized financial advice.

Nick, who joined the team in April 2022, shares in the team’s commitment to providing clients with the highest level of service. With more than 15 years in the industry, he specializes in financial planning, portfolio modeling, asset allocation, and estate planning, and loves sitting down with clients and finding strategies to meet their unique needs.

The team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Asset Management

Common Stock
Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans


Disability Income Insurance
Life Insurance
Long-Term-Care Insurance