Clark Asset Management, LLC

We have trusted Bradley and his team with our financial advising and investments portfolio for about 2 years. As a young couple, we were in need of education and guidance when we received an inheritance and our finances become more complex. Bradley took the time to meet with us and help us talk through our goals.His team has also helped us navigate life changes such as marriage, home buying, health insurance, and job changes. We are grateful to have a trusted advisor to turn to with proactively planning for the future, as well as reacting to any changes throughout our life.Another great aspect of working with Bradley is access to his referrals list of trusted vendors... read full review

Bradley Clark and his team are exactly the kind of people you want to work with -- their personality and responsiveness are matched by their knowledge and skill. It is all extremely high quality and high value. They spend time listening to you, and work to ensure the choices you make will align with your goals.They don't always tell you what you want to hear, but they take the time to walk you through the rational reasons behind their suggestions.I was referred by a friend who is one of the smartest people I know and has been a client for years. That was a great referral; we have been pleased with CAM's approach and the results we have enjoyed. If you are looking... read full review

Harvard B.A., Stanford M.B.A. for a flat fee. Easy to work with. Smarter, better educated than the financial advisors that charge 1% of your assets and can't beat the S&P 500 net of fees.