About Clearity Capital
Clearity Capital was founded based on the belief that investors deserve transparent, simple, understandable and low-cost investment management and financial planning. Initially operating under a different business name, we started out in 2014 offering financial services to anyone who needed it. We eventually added employer-sponsored retirement plans to our available services.
After a few years of modest growth, we came across the Hersch Financial Group. Lucky for us, its founder, Glenn Hersch, was getting ready to retire and was looking for someone to take over. We discovered that we shared the same values and business approach that placed clients’ interest first in everything we do. So, we decided to merge. After working together for a couple of years, our merger became final in January 2021, after which Glenn has continued to lend his expertise to Clearity Capital as an unlicensed assistant.
Today we continue to offer flexible, friendly investment and advisory services with a focus on transparency and low cost. Many of our clients are our friends and neighbors. We continue to have a specialized interest in group retirement plans with the same primary focus on the interests of plan sponsors and participants.
Clearity Capital is affiliated with the Coastal Virginia Wealth Group and is a representative of LPL Financial LLC.
We at Clearity Capital believe that there’s no one-size-fits-all approach that works equally well for everyone.
We therefore offer a flexible service model that can be customized to suit your specific needs and allows you to pay no more than necessary for financial services.