Our journey in the financial planning industry began back in 2008, amidst one of the most challenging economic recessions we’ve seen since the Great Depression. It was during that time that Dustin Terry, our founder, had the opportunity to work at the national headquarters of a prominent firm, where he managed client accounts and branch offices across the country. 

Those experiences, along with countless conversations with clients, had a profound impact on Dustin’s perspective regarding investment management and financial planning. He realized the importance of prioritizing risk reduction during economic downturns while still nurturing the growth of clients’ assets during periods of expansion. This insight has become the foundation of Clear Harbor’s approach, ensuring that your financial plan holds up regardless of market conditions. 

As a business owner himself, navigating the multiple facets of running a business and juggling the disparate advice from multiple professionals, Dustin saw firsthand what fellow founders required: a unified advice process to simplify their financial lives and secure the freedom they sought when starting out in their entrepreneurial journey. That’s why Clear Harbor has evolved to specialize in helping entrepreneurs like you craft a tailored financial game plan that tackles the unique challenges and opportunities of blending business success with personal wealth.

Our team is here to assist you in achieving your financial goals, and we look forward to helping you build a solid financial plan that brings you peace of mind. Together, let’s create a brighter financial future for you and your loved ones.