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Team

How We Work

How We Work

If you are like most of our clients, you have sacrificed greatly to achieve financial security. You’ve worked hard, dedicated yourself to providing for others, sacrificed your time, and made financial decisions aimed at a prosperous, secure future.

Being prepared

How can you be sure you are financially prepared for life’s next chapter? The complexity of today’s financial markets, a burdensome tax system, and the cost of maintaining the lifestyle to which you are accustomed all lead to a critical question – are you prepared for the day you choose to stop working and reline your investments to provide income? What steps should you be taking today to help ensure your assets will last a lifetime?

Understanding you

We understand your concerns and have the experience and expertise to provide clear answers. For over three decades, the professionals at Clifton Capital Partners Inc. have guided clients on their journey to a secure, prosperous retirement.

Decades of experience. Proven expertise.

Meet Our Team

Greg Clifton, MBA, ChFC®, CFP®

President and Founder

(800) 886-5091

info@cliftoncapital.com

Greg Clifton is president and founder of Clifton Capital Partners, Inc., a company formed to help you invest wisely, minimize taxes, and make smarter financial decisions. Greg began his career in financial services at the age of 20 when recruited by a major New York-based firm, choosing to become an independent advisor in 1990. He believes unbiased advice, supported by a clear, comprehensive financial plan, empowers clients to make the most effective financial decisions.

Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, holds a designation as a Chartered Financial Consultant® (ChFC®), has earned his Master of Business Administration (MBA) from the Cox School of Business at Southern Methodist University, and is a multiyear recipient of the FIVE-STAR Wealth Manager Award*.

Greg is active in his community, currently serving as chairman of the board of directors of Texas Family Musicals, Inc., and a former member of the board of directors of the Arts Council of Fort Worth and Tarrant County. Greg is past chairman of the board of directors of Casa Mañana Theatre, past president of the board of directors of the Better Business Bureau at Fort Worth, a past member of the board of directors of Mental Health America of Greater Tarrant County, and a past member of the Advisory Board of the Cox School of Business at Southern Methodist University as well as other civic posts.

Southern Methodist University admitted Greg to the Cox School of Business Executive MBA Program though he had no college experience nor academic degrees.  After graduating, SMU asked Greg to join the Advisory Board of the Cox School.  Greg finished the two-year course work and examinations for the Chartered Financial Consultant (ChFC) in just ten weeks, earning the designation in 1990, and is a member of American Mensa.

Greg is a dedicated father of his two daughters, receiving his greatest joy from time spent with them. His outside interests include traveling, competing in sprint-distance triathlons, automobile racing, and restoring classic cars from the late 1960s era.

*FIVE-STAR Wealth Manager Award: Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.  

For more information please visit www.fivestarprofessional.com.

Natasha Atkinson

Client Services

(800) 886-5091

info@cliftoncapital.com

Natasha is responsible for assisting with client service, including generating portfolio documents and agreements, cashiering of client deposits and withdrawals, managing office calendars, and helping ensure that client service requests are delegated to the appropriate staff person. As our front line for client service, we count on Natasha’s attention to detail, committed work ethic, and cheerful disposition to keep things functioning smoothly.

Natasha lives in Arlington and enjoys live music and attending her sons’ sporting events.

Cambridge Investment Research, Inc. Support Team

Cambridge Investment Research, Inc., our Broker/Dealer, supports Clifton Capital’s operations with a dedicated team of service experts who assist us in providing care and guidance to our clients.