Insights

Marketing Growth The firm’s digital marketing stack and online presence indicate strong potential for marketing optimization, inbound lead generation, and CRM integration to accelerate client acquisition.

Compliance Security As a registered investment adviser working with Osaic Wealth, there is a clear need for enhanced regulatory compliance, data privacy, and cybersecurity solutions to strengthen client trust.

Tech Modernization The current toolset including Open Graph, FMG Suite, Mailgun, JSON-LD, Google Analytics, Site24x7 and Cloudflare Bot Management suggests openness to platform integrations, analytics optimization, and performance enhancements.

Market Expansion The firm appears positioned to scale advisory services, improve client onboarding, and pursue cross regional growth across the Midwest.

Strategic Partnerships The relationship with Osaic Wealth creates opportunities for co-branded offerings, platform integrations, and joint marketing initiatives to attract new clients within the ecosystem.

Similar companies to Financial Clarity by Design

Financial Clarity by Design Tech Stack

Financial Clarity by Design uses 8 technology products and services including Open Graph, FMG Suite, Mailgun, and more. Explore Financial Clarity by Design's tech stack below.

Open Graph
Content Management System
FMG Suite
Content Marketing
Mailgun
Email
JSON-LD
Javascript Frameworks
Google Maps
Maps
Site24x7
Real User Monitoring
Cloudflare Bot Management
Security
Google Analytics
Web Analytics

Media & News

Financial Clarity by Design's Email Address Formats

Financial Clarity by Design uses at least 2 format(s):

Financial Clarity by Design Email Formats	Example	Percentage
First@mcneelyfinancial.com	John@mcneelyfinancial.com	100%
First@financialclaritybydesign.com	John@financialclaritybydesign.com	67%
FLast@financialclaritybydesign.com	JDoe@financialclaritybydesign.com	33%

Frequently Asked Questions

Where is Financial Clarity by Design's headquarters located?

Financial Clarity by Design's main headquarters is located at 702 East Willow Drive Spencer, Wisconsin 54479 United States. The company has employees across 1 continents, including North America.

What is Financial Clarity by Design's phone number?

You can contact Financial Clarity by Design's main corporate office by phone at

+1-715-659-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Clarity by Design's official website and social media links?

Financial Clarity by Design's official website is financialclaritybydesign.com and has social profiles on LinkedIn.

What is Financial Clarity by Design's NAICS code?

Financial Clarity by Design's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Clarity by Design have currently?

As of April 2026, Financial Clarity by Design has approximately 11 employees across 1 continents, including North America. Key team members include President: K. P.President: B. A. D. M. N.President: D. B.. Explore Financial Clarity by Design's employee directory with LeadIQ.

What industry does Financial Clarity by Design belong to?

Financial Clarity by Design operates in the Financial Services industry.

What technology does Financial Clarity by Design use?

Financial Clarity by Design's tech stack includes Open GraphFMG SuiteMailgunJSON-LDGoogle MapsSite24x7Cloudflare Bot ManagementGoogle Analytics.

What is Financial Clarity by Design's email format?

Financial Clarity by Design's email format typically follows the pattern of First@mcneelyfinancial.com. Find more Financial Clarity by Design email formats with LeadIQ.

When was Financial Clarity by Design founded?

Financial Clarity by Design was founded in 1974.

Financial Clarity by Design

Q: How many employees does Financial Clarity by Design have currently?

Financial Clarity by Design has approximately 11 employees.

Q: What technology does Financial Clarity by Design use?

Financial Clarity by Design's tech stack includes Google Tag Manager, Mailgun, Amazon Web Services, GoDaddy, Cloudflare Bot Management.

Q: What is Financial Clarity by Design's NAICS code?

Financial Clarity by Design's NAICS code is 52 (Finance and Insurance).

Financial ServicesWisconsin, United States11-50 Employees

Financial Clarity by Design is a financial services firm based in Spencer, Wisconsin. It aims to help clients build and preserve wealth and to guide them toward their financial goals, with an emphasis on bringing clarity to financial decision making. The firm serves individuals seeking practical wealth planning and informed financial guidance.

Investment and securities services are offered through Osaic Wealth, Inc., which is a member of FINRA and SIPC. Osaic Wealth is separately owned, and other entities or marketing names referenced are independent of it. The company maintains a website at https://financialclaritybydesign.com and an associated presence on Facebook.