# ClearPlan Financial

ClearPlan Financial is a Multi Family Office based in Orchard Park, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Orchard Park, United States
- **Region:** North America
- **Address:** 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
- **Founded:** 2007
- **Assets under management:** 375 (Altss estimate)
- **Website:** clearplanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/clearplan-financial-inc-

## Regulatory record

- **Reports private funds:** No

## About

ClearPlan Financial was established in 2007 by Robert Kloss, a JD and CFP professional. It operates as a multi-family office serving entrepreneurial families through integrated advisory services. The firm focuses on real estate holdings and public equity positions. Confirmed holdings include Microsoft shares reported via 13F filings. Geographic activity centers on North America, with direct real estate assets in New York state. The firm maintains relationships with LPL Financial as custodian since 2007 and WNY Asset Management as investment advisor since 2020. Robert Kloss holds a private pilot license since 1998. No verifiable operational events occurred in the last 24 months.

## Sectors

- Real Estate

## People

- Robert Kloss — President and Founder
- Christopher Urban — Financial Consultant

## Questions

### Who runs investment decisions at ClearPlan Financial?

Robert Kloss serves as President and Founder. Christopher Urban joined as a financial consultant after merging his practice into the firm in 2020.

### Is ClearPlan Financial structured as a single family office or multi-family office?

It operates as a multi-family office serving multiple entrepreneurial families with fee-based wealth management.

### What asset classes does ClearPlan Financial deploy into?

Confirmed exposure includes real estate through direct holdings and public equities via ETF positions and individual stocks such as Microsoft.

### Where does ClearPlan Financial maintain its headquarters?

The firm is based at 6500 Sheridan Drive, Suite 200, Williamsville, NY 14221.

### Does ClearPlan Financial maintain philanthropic structures?

Firm leadership and staff support Roswell Park Comprehensive Cancer Center and Shriners International, both focused on health initiatives in the United States.

## Related profiles

- [Bloomberg Beta](https://altss.com/profile/bloomberg-beta)
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Last updated: 2026-07-08T21:10:38.856Z

Canonical page: https://altss.com/profile/clearplan-financial

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