“We believe investors jeopardize their financial security by unknowingly overpaying in taxes.” _{^{~Patrick McNamara, CFP ®, Claro Advisors}}

Client-Focused, Forward-Thinking, Problem Solvers.

Our firm is Claro Advisors, a Registered Investment Advisor headquartered in Boston, MA. It was founded in 2012 by Ryan Belanger, who left Morgan Stanley at the age of 30 to start his own company. Ryan believed in a more impactful way to work with clients than what the “traditional” brokerage firms were offering. As a Fiduciary, Claro Advisors does not have the conflicts of interest inherent in the traditional financial services model. We recognize that investors need customized solutions and plans that allow them to keep more of their hard-earned money so they can live better lives and worry less with peace of mind.

Our team of financial advisors has decades of experience in the field and is well-versed in the latest tax-saving investment and planning strategies. We bring a depth of knowledge and expertise to every client we work with.

“Our mission is to educate investors regarding investment and planning strategies that help lower their tax obligations while inspiring them to take action.”

This site was launched to heighten tax awareness and offer investors tired of working more for less an exploratory discovery process with advice. We want to simplify the process of identifying financial problems and provide solutions through cutting-edge technology.

“Our end goal is to help you reduce the effects of the stealth financial plan killer of taxes.”

We are here to help. Our financial planning team confronts these quandaries daily to help investors structure their wealth tax efficiently. If you don’t plan for the erosion from taxes, you can lose nearly 40% of your money in some cases, especially after considering the impact of state and local taxes.