CLIFTON MYERS FINANCIAL ADVISORY

Overview

Clifton Myers Financial Advisory is a small, fee-based advisory firm operating as a corporation that focuses on portfolio management for individuals and small businesses. The firm’s business activities also include accounting, and it is owned by an individual. Investment activity centers on equity exposure through exchange-traded instruments, complemented by smaller allocations to traditional fixed income and third‑party alternative strategies. The firm does not report active ESG integration and is not positioned as a multi-state adviser. Investment preferences show a clear tilt toward liquid, public markets—exchange-traded equities in particular—while retaining the ability to place client funds into mutual funds, corporate debt and annuities where appropriate. For more illiquid or niche exposure, the firm uses external alternative managers for real estate, commodities and oil & gas investments, signaling a willingness to diversify beyond core equities when client objectives or risk budgets permit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices