Founded in 2004, Clear Brook Advisors, Inc. is a privately-owned, independent, and SEC-registered investment advisory firm based in Maryland. The company operates on a fee-only basis, providing customized investment advice and comprehensive wealth management services tailored to high-net-worth individuals and families, trusts, endowments, and foundations. Their mission is to offer objective, conflict-free financial guidance, acting as a fiduciary to their clients.

Founded in

United States