A complete list of active advisors currently associated with Clark Financial Services Group, Inc.

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

Clark Financial Services Group (dba Gardius Wealth Advisors) provides financial planning and investment supervisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm typically begins client engagements with a written financial plan using a six‑step process and maintains a portfolio minimum (generally $500,000), managing accounts on both a discretionary and non‑discretionary basis. The firm’s stated investment philosophy emphasizes long‑term financial planning to balance safety, income, growth, risk, and taxes, implemented primarily through mutual funds, ETFs and selective individual equities. CFSG uses charting, technical and cyclical analysis and engages third‑party model and tactical portfolios (and a third‑party stock adviser), an approach that the brochure says can involve frequent trading and discretionary tactical shifts, including temporary money‑market positions. Noteworthy distinctions disclosed in the brochure include that several advisers are licensed insurance agents who may receive commissions on insurance product sales, a conflict the firm says it discloses at the time of sale. The brochure also highlights the firm’s use of market‑timing techniques and tactical portfolios (uncommon among peers), its practice of providing periodic written portfolio reviews and consolidated quarterly reports, and custody‑related considerations such as possession of client 401(k) login information and standing transfer instructions.

To learn more about the advisors currently working at Clark Financial Services Group, Inc., 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.