John Clair (CFP®)
John Clair focuses in the
following client markets or areas of practice:
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
We believe that a client is more than just an investment portfolio. Every client is different and can present unique needs to the adviser. To meet those needs, we offer three core services, each developed in an unbiased, personalized, and collaborative fashion that only a Fee-Only fiduciary can provide.
We are a different species of adviser. We work for you, which puts your best interests at the center of our relationship. Our clients appreciate the objectivity, transparency, and candor that comes from working with an independent Fee-Only adviser.
Advice adapted for your changing world. Your life and goals evolve over time, and so should your financial plan and investment approach. The future of advice is to provide a clear set of strategies that are both structured and fluid. Our plans are developed in an in-depth, collaborative fashion, combining leading technology with the human touch of an experienced adviser with not only expertise but understanding.
Additional Information
John is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Magna Cum Laude graduate in Finance from Virginia Tech. He earned his Certificate in Financial Planning from Virginia Commonwealth University and is a NAPFA-Registered Financial Advisor.
John serves as a personal finance expert for local TV news and has been quoted in the Washington Times and Forbes.
John excelled in the study of finance earning the Finance Student of the Year award from Virginia Tech, the Outstanding College Service Award and serving as CEO of the student-run endowment for the Virginia Tech Foundation. John started his career with GE Capital graduating from their Financial Management Program (FMP), a highly acclaimed financial and leadership training program. He gained valuable experience on assignments in locales ranging from Salt Lake City, Utah to Stockholm, Sweden working in many diverse GE businesses.
After many years at GE Financial Assurance in several Financial Planning & Analysis roles, John co-founded Clair Financial Management, a Fee-Only Registered Investment Advisory and Financial Planning firm. In 2016, John co-founded Evolution Advisers – a continuation of the Clair Financial Management legacy. He also serves as Board President of The Hawthorne Cancer Foundation, which provides financial and emotional support to cancer patients, and is an active member of the Rotary Club of James River.
John helps clients articulate and develop a realistic vision and plan for their family’s financial wellness. While investments often play a large role in the process, there are many other unique aspects to each client which blends well with John’s honest and truly personalized model of providing advice.
NAPFA Start Date
July 09, 2010
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