We are dedicated to building and implementing advanced wealth strategies for business owners, entrepreneurs, and real estate investors.  We view our clients as partners, collaborating together as a team headed towards a common goal.  It’s our experience, that out of these partnerships the best financial plans are born.

As an independent firm, we have access to asset classes traditionally only available to institutional investors. This allows us to build optimized client portfolios that are diversified and posses low volatility. In addition, we apply exclusive tax advantages to save our clients money that can then be funneled right into their investment portfolio.

Clark/Barbour holds itself to the fiduciary standard, protecting our clients as we strive to provide innovative wealth management plans that quantitatively move the needle for our discerning clients, thereby achieving our goal of making a significant difference in the lives of the families we work with.

Our Planning Services

At Clark/Barbour, we leverage our decades-worth of knowledge and professional partnerships to accommodate your current needs and craft a plan that evolves just as your life and personal goals will, setting you up for financial confidence. By strategically allocating your capital in the most tax advantaged and efficient manner, we help you overcome the unique financial challenges of your business so you can focus on what matters most.

Tax Strategy
Investment Strategy
Business Strategy
Real Estate Strategy

OUR LOCATION

1984 Isaac Newton Square West Suite 203

Reston, VA 20190

703.455.7550

ClientCare@cbasp.com