At Clark/Barbour, we’re different because we don’t merely seek a surface-level understanding of you and your business. That’s not enough. We believe that a personalized and optimized wealth management strategy requires that we do a deep dive — we want to learn about the things most valuable to you, your business, and of course, your family.
We would like to prepare your business for a promising and prosperous future by providing the best resources and knowledge available. We personalize financial strategies for your business’ benefit, including business succession planning, risk management, innovative 401k solutions, and low-volatility, diversified investment portfolios. We aim to maximize your revenue while protecting what you have, keeping you prepared for whatever tomorrow brings.
Our investment philosophy tends to follow the Endowment Model, which includes lower correlated performance assets that decrease portfolio volatility, improve performance potential, and provide stronger inflation protection. In addition, through Clark/Barbour you will have access to our exclusive integrated professional network of partners who bring exceptional services to the table, including high-level real estate advising, strategic tax planning, and personalized estate planning.
Our mission is to help you discover the latest and most innovative strategies of wealth management so you can achieve high-level outcomes in changing economic conditions.