About Us
Providing Tailored Financial Solutions to Clients in SC and GA
Clarity Financial Solutions merges the resources of a large firm with the personal attention of a boutique practice, focusing on retirement strategies and insurance planning.
Our objective is to simplify complex financial concepts, offering transparent, tailored advice. We’re dedicated to innovative approaches in investing, wealth preservation, and insurance solutions, catering to individual needs and goals.
Operating out of Greenville, SC, and Athens, GA, our team is committed to fostering enduring relationships and addressing the diverse financial situations of our clients.
Clarity of vision is the key to achieving your objectives.
— Tom Steyer
Our Team
Our dedicated financial team consists of experienced professionals deeply committed to your financial success. We leverage our extensive knowledge of the financial landscape to offer strategic guidance, personalized solutions, and unwavering support, making your financial goals our utmost priority.
Judy Morast-Morin
Judy is Clarity's Client Support Specialist. She is married to David Morin, who is retired and enjoys custom woodworking...
Sarah Fryer
Sarah plays a pivotal role in ensuring seamless coordination across the firm’s advisory and client service...
Mary Frances
Mary Frances began her professional journey as a registered nurse in 1996 after...