About Us

Our founder, Britt Clanton, is committed to helping individuals, families, and organizations navigate the complex world of finance with confidence and clarity.

His understanding of financial markets stems not only from his professional acumen but also from a storied family history. His great-grandfather, Sidney Sholley, co-founded Keystone Investments in 1932, pioneering one of the first mutual funds in the United States. This foundational legacy of innovation and disciplined investment stewardship profoundly informs our firm’s philosophy: to build long-term, sustainable wealth through thoughtful, evidence-based strategies.

Britt holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor (CPFA®) designations, underscoring his commitment to excellence and fiduciary responsibility. He specializes in optimizing retirement income, constructing diversified investment portfolios, mitigating financial risks, and integrating Environmental, Social, and Governance (ESG) considerations into employer-sponsored plans. By leveraging advanced financial modeling and cutting-edge technology, his approach transcends conventional advisory practices, offering clients a uniquely intuitive yet sophisticated planning experience.

A native of Boulder, Colorado, Britt pursued his undergraduate studies at Gustavus Adolphus College in Saint Peter, Minnesota, earning a BA in Business Management while also excelling as a collegiate baseball pitcher. He demonstrated early leadership as a member of the Gustavus Investment Club and later served on the board of the Lowry Building in downtown Saint Paul.

Britt resides in Saint Paul, Minnesota, with his wife, two daughters, and their beloved English bulldog, Rosie Toots. Beyond his professional endeavors, Britt’s intellectual curiosity drives his exploration of renewable energy systems, particularly photovoltaic technologies, while his personal pursuits include backcountry skiing, golfing, and broomball.