Meet Your Wealth Advisory Team
Your Family. Your Wealth. Your Team.
At Clifton Capital Advisors, you are supported by more than a single advisor. You are supported by a coordinated team focused on helping your family make sound decisions across taxes, cash flow, risk, and long-term wealth planning.
Our professionals work closely with affluent families, business owners, and multigenerational households, coordinating both within our firm and alongside your attorneys, CPAs, and other trusted advisors. The result is an advisory relationship designed to bring clarity and continuity to complex financial lives.
Core Advisory Team
Our advisors and client service professionals form the foundation of Clifton Capital Advisors. Each member of our team is committed to thoughtful guidance, high-touch service, and fiduciary advice tailored to the needs of each family we serve.
Greg T. Clifton, CFP®, ChFC®, MBA
Founder & Managing Member
Daniel Riecker, CFP®
Director of Financial Planning and Implementation
Natasha Atkinson
Client Service Manager
Sabrina Allbright
Client Service
Brandon Dreadin, EA
Tax Coordination Manager
Check the background of investment professionals on FINRA’s BrokerCheck.
Integrated Planning
Families with substantial wealth often face decisions that extend beyond portfolio management alone. Tax planning, estate structure, liquidity, business interests, charitable intent, and family transitions all affect one another.
Our role is to help clients think across those intersections so planning remains aligned and decisions are made with a full view of their broader implications.
Tax & Professional Coordination
Clifton Capital clients benefit from close coordination with our affiliated firm, Honey Bee Tax Planning, which supports tax strategy and preparation for high-net-worth individuals, families, trusts, and business owners.
We also work closely with clients’ attorneys, CPAs, and other specialists to help align financial decisions with long-term family objectives.
The Support Behind Our Practice
Clifton Capital Advisors is supported by Cambridge Investment Research, Inc., which provides custody, technology, compliance oversight, and operational infrastructure.
That relationship allows us to maintain the independence and personal attention of a boutique advisory firm while drawing on the support needed to serve clients well.
Our Commitment to Families
Whether you are preparing for retirement, planning for a business transition, managing significant liquidity, or thinking carefully about how wealth will move across generations, you deserve advice that reflects the full picture.
At Clifton Capital Advisors, that means coordinated guidance, careful judgment, and a planning process designed to help families maintain control over complexity