ClearRock Capital

ClearRock Capital is a boutique SEC-registered investment advisory firm whose mission is to foster a sense of financial well being for its clients. ClearRock has served individuals and families, foundations and endowments, and small businesses since its founding in 2007.

Having spent the early part of their careers at large brokerage firms, co-founders Mark Eshman and Jamie Everitt knew that these organizations were increasingly focused on pushing proprietary products rather than focusing on individual client needs. As a result, they built a company in which every decision they make centers around what is in the client’s best interest. This ethos is grounded in their core values of empathy, gratitude, education, humility, excellence, and, of course, clarity. In fact, Mark and Jamie had laminated cards made conveying these very values so team members could place them on their desks and in their offices as a reminder that these guiding principles inspire smart decision-making. It's not uncommon to hear a debate ensue on which principle matters more during ClearRock's regular Friday company lunch!

With an average tenure of more than 25 years of industry experience across our Senior Advisors and Partners, our success is rooted in hard work, collaboration, and ensuring that clients are at the center of every decision we make. The ClearRock Team embodies a highly collaborative culture, further bolstered by advanced degrees including MBAs, a Certified Financial Planner, Chartered Financial Analysts, and a Certified Retirement Plan Specialist. This does nothing but invigorate the team to reach new heights of success and ensure that our outcome-driven processes give our clients the most precious asset: peace of mind.