Why Clark Financial Advisors?

I. Financial Planning and Expertise

The principals of Clark Financial Advisors have their educational and practical knowledge based in banking and investments. As an example, M. Brooks Clark has over 25 years in banking and investment experience. His credentials, which are presented on other pages in this site, reflect his dedication to not only his clients and his practice, but to continued education as well.

II. Financial Planning and Analysis

Before any of the firm’s clients begin their investment programs, a thorough financial analysis is completed. This review will focus on estate planning, insurance analysis, educational projections, and retirement planning. The first ingredient of any investment program’s success is for the firm to know its clients’ goals and objectives. This review is completed before any investment program is considered.

III. Disciplined Investing

At Clark Financial Advisors we use a disciplined investment process, focusing on high-quality investments and emphasizing risk management and diversification through asset management. This approach enables us to accommodate a wide range of objectives. There is no single investment strategy: we develop a program structured to meet your specific needs.

IV. Economic Investment Implementation

While there are other fee oriented investment programs, Clark Financial Advisors has focused its attention on not only performance and tax management, but on competitive pricing as well. The firm’s market management fee structure, as detailed in the firm’s ADV II, is combined with Fidelity’s ticket free mutual fund platform and modest equity handling cost to provide economic investment implementation.

V. Ongoing Monitoring and Annual Reviews

Clark Financial Advisors quarterly statements provide you with extensive information regarding how your investments are performing. We invite you to review a sample of our quarterly statement and compare it to any statement in the industry. Clark Financial Advisors clients’ financial situations change from year to year. As a result, an annual review process is offered to each client to upgrade educational projections and retirement planning. Annual reviews include investment performance analysis as well.