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285 North El Camino Real, Suite 215, Encinitas, CA 92024

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About Us

Over 30 Years of Tax-Smart Financial Guidance

Since 1991, the Clarion Tax & Wealth Strategies team has provided tax-intelligent financial strategies. Our diverse team of experienced advisors collaborates to develop personalized plans tailored to your specific goals. Focused on minimizing tax impact and maximizing wealth, we help individuals, families, and business owners work toward lasting financial success and a comfortable retirement.

Minimize Taxes and Maximize Wealth With Focused Financial Plans

Minimize Taxes and Maximize Wealth With Focused Financial Plans

At Clarion Tax & Wealth Strategies, we offer tax-intelligent guidance through combined experience in wealth management and tax solutions. We focus on reducing tax impact across your entire financial plan, crafting strategies that protect your assets and help you keep more of your earnings through every stage of life.

A Team Approach to Holistic Wealth Management

A Team Approach to Holistic Wealth Management

Our collaborative approach leverages the unique specialties of each advisor to provide well-rounded financial solutions. By combining extensive experience with tax-smart strategies and wealth management, we work together as a team to address your financial goals holistically, constructing a plan that adapts to life’s changes and helps you thrive.

Purpose-Driven Advisors Committed to Your Financial Journey

Combining our strengths, our team creates personalized, tax-aware strategies with dedicated guidance for your unique financial needs.

Carla Campbell, CPA, CFP®

Carla Campbell, CPA, CFP®
Western Region

Financial Advisor

760-487-5678

William P. Landers, CFP®

William P. Landers, CFP®
Northeastern Region

Financial Advisor

201-907-0129

Injil Muhammed, CPA

Injil Muhammed, CPA
Northeastern Region

Financial Advisor

212-684-3637

Anthony B. Billue, CPA

Anthony B. Billue, CPA
Southeastern Region

Financial Advisor

540-633-2097

Guided by Values That Put You First

Driven by a commitment to your success, our values guide how we approach your financial future with care and clarity.

Experienced Tax-Smart Guidance

As seasoned advisors, we help clients understand how to minimize taxes to maximize their lifestyle. This comprehensive wealth management approach prioritizes enjoying life into and through retirement.

Our Collaborative Team

Each advisor brings a unique specialty to the table. We leverage our collective experience across the financial landscape. When issues arise, our group discusses them together and shares ideas to better serve clients.

Simplifying the Complex

Finances can be elaborate. We simplify issues by educating clients along the way. This gives clients the confidence to navigate market fluctuations, as they have a comprehensive understanding of their holistic plan.

Emphasizing Connections

Our firm starts by establishing trusted relationships. We get to know each client and understand their goals. This includes learning about current needs, then suggesting tailored products for every individual.

Get Your Risk Number® Today

Take our quick, 5-minute quiz to discover your personalized Risk Number® with the power of Nitrogen. This free tool assesses your risk tolerance and provides a clear understanding of your investment strategy, helping you align your financial goals and investments with confidence.

What is Your Risk?

Tax-Intelligent Financial Planning Powered by Avantax

Clarion Tax & Wealth Strategies partners with Avantax to deliver tax-intelligent financial planning. Access to Avantax’s advanced tools, backed by over 40 years of CPA expertise, we can provide personalized strategies that help you keep more of your hard-earned money.

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Who We Serve

We specialize in serving pre-retirees, retirees, business owners, physicians, and families, offering personalized, tax-smart strategies to help you navigate life’s financial challenges and achieve your goals.

Explore Our Clients

Our Approach

We provide holistic, tax-intelligent financial planning, combining our team's collective expertise to deliver personalized strategies that adapt to life’s changes and empower you to live fully to and through retirement.

Learn How We Strategize

Contact Us

Reach out to learn how the personalized, tax-smart strategies at Clarion Tax & Wealth Strategies can help you keep more of what you’ve earned and navigate life’s financial transitions with confidence.

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