fbpx

Clear Rock Advisors

Managing Wealth for Generations

Contact Us

Clear Rock Advisors

Managing Wealth for Generations

Locations

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

About Us

Clear Rock Advisors, LLC is an independent investment management firm headquartered in Austin, Texas. At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.

Our namesake comes from the Hall Family’s Clear Rock Ranch, which is the inspiration for how our company was designed and functions. For generations, it has been a special place for family and friends to be together. At Clear Rock, the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Removed from modern life’s distractions and noise, Clear Rock has been a place to think clearly while knowing a clear mind makes the best decisions.

Clear Rock’s financial experts strive to embody the strength, values and knowledge shared at the Clear Rock Ranch. By building authentic relationships with our clients, we can preserve family legacies while empowering future generations.

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

Write a Review


By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.

There are no reviews yet. Be the first one to write one.