A complete list of active advisors currently associated with Clark Financial Planning

Warmer can help you find a great advisor at Clark Financial Planning or one who fits your needs even better.

The firm provides personalized, fee-only financial planning and investment management to individuals, trusts, estates and small businesses, offering advice on cash flow, tax planning, retirement and education funding. It operates as a solo practitioner serving a relatively small roster of ongoing clients through ongoing retainer relationships and limited-scope project engagements. The firm’s investment approach emphasizes asset allocation and a fundamental, long-term buy-and-hold philosophy, primarily using passively managed mutual funds and exchange-traded funds while avoiding inverse, leveraged, or derivative-based ETFs. Client portfolios are reviewed once or twice a year under the retainer arrangement; the firm does not act as custodian, does not provide continuous monitoring, and typically consults with clients before executing trades unless a limited power of attorney is in place. Notably, the firm does not use a percentage-of-assets-under-management fee model and instead operates on a fee-only retainer basis with the availability of defined project fees, and it does not accept commissions or referral fees. The practice is a solo, NAPFA-member advisory with advisor relationships with custodians to access institutional platforms, does not vote client proxies, and does not employ performance-based compensation or discretionary trading.

To learn more about the advisors currently working at Clark Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.