Clark Financial Advisors

investing information for clients

Birmingham, Alabama Financial Planning

M. Brooks Clark

The Clark Financial Advisors Edge


  • Fee-Only Discretionary Asset Management (No Commissions)
  • Some Work Done on Commission Basis
  • $100,000,000 Custodial Bonding per Account (Limited to $100,000 in cash.)
  • Total Client Objectivity
  • Twenty-Five Years Experience
  • Management Style Diversification
  • Continuous Analysis of Investments Under Management
  • Customized Quarterly Reports
  • Precise Year-End Portfolio Value for Tax Reporting
  • Retirement Account Management Including IRA, 401(k) and Defined Benefit Plans

Minimum Account $250,000