Clifton Capital Partners offers independent, fiduciary financial planning, investment management, and tax optimization services to help clients reduce taxes, invest wisely, and make smarter financial decisions.
Clifton Capital Partners, Inc. is an independent fiduciary financial planning firm that provides comprehensive financial strategies including investment management, tax planning, retirement income optimization, social security timing, insurance optimization, and estate planning. The firm emphasizes fiduciary responsibility, personalized service, and the use of industry-leading tools to help clients reduce taxes, invest wisely, and make smarter financial decisions for a secure future.
Independent fiduciary status
No parent company influence
Comprehensive, holistic financial advice
Use of industry-leading tools and technologies
Services
Investment Management
Designs investment portfolios to suit specific needs and goals using time-tested investment principles.
Time-tested investment principlesTailored portfolios for individual needsHolistic financial advice
Tax Planning
Minimizes taxes today and in retirement through proactive tax evaluation and strategies.
Year-round tax evaluationROTH conversion analysisCoordination of income streamsCharitable giving strategies
Retirement Income Optimization
Helps clients optimize retirement income to ensure financial security and longevity of assets.
Maximizing yield and dividendsMinimizing taxationAnalyzing alternative income sources
Social Security Timing
Determines the optimal time to begin drawing Social Security retirement benefits.
Helps clients optimize their insurance coverage to protect assets and ensure financial security.
Risk assessmentCoverage analysisCost efficiencyIntegration with overall financial plan
Credentials & Certifications
CFP® Professional
Since 1990s (implied)
Reviews
Rating
3.7
★★★★☆
Reviews
3
"Bottom line: I highly recommend Greg and his firm."
Frequently Asked Questions
What is the difference between a fiduciary and a non-fiduciary financial advisor? +
A fiduciary is legally bound to act in the client's best interest, disclose conflicts of interest, and is personally liable for providing bad advice. Non-fiduciary advisors are not held to these same standards.
How does Clifton Capital Partners handle client information in the event of a local emergency? +
Through affiliation with Cambridge and secure off-site data storage, client information remains accessible during local or regional emergencies or natural disasters.
What happens if a key advisor at Clifton Capital Partners becomes unavailable? +
A written business continuation plan ensures an appropriately licensed and trained investment representative is available, with a trust funded by life insurance covering operating expenses during the transition.
3.7
