At ClearRock, our mission is to foster a sense of financial well-being for our clients.

How can we help you? 

Life’s
Transitions

Families
and Individuals

Foundations
and Endowments

Retirement Plan
Sponsors

Life’s
Transitions

Families
and Individuals

Foundations
and Endowments

Retirement Plan
Sponsors

100%

INDEPENDENT & EMPLOYEE OWNED
MEET THE TEAM

25+

YRS. AVERAGE INDUSTRY EXPERIENCE
for our senior advisors and partners

97%

CLIENT
RETENTION
YTD as of 9/30/2018

3

AVERAGE NUMBER OF DOGS
in the Ketchum office on any given day

#1

CORE VALUE IS EMPATHY
We care deeply about our clients and our communities. That’s why a portion of our profits go to
OUTSTANDING NON-PROFIT ORGANIZATIONS