Gary Clark (BS, CFP®, ChFC®, CPA/PFS)

Gary Clark focuses in the
following client markets or areas of practice:

Business Owners

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Why CP&IA?

At CP&IA, we believe our business model is aligned with pursuing solutions that are in our client's best interest, thereby presenting a superior opportunity for a special group of clients.

We are an independent, privately owned firm with deep root in the community
Since we don't have a significant marketing budget we rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve
As an independent advisory, we choose financial products that are best for you--unbiased by the demands and sales quotas that could be imposed by a corporate parent
Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs
Our clients receive personal attention and advice from a professional who comes to know them.

Additional Information

Our Clients' Interests Come First

We embrace the role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional personal financial advisors who are brokers. It's a distinction we are proud of because it benefits you.

Unlike a broker, we are not licensed to sell you securities and we are not salespeople
We are a Registered Investment Adviser and only sell you our services
You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interests we have in serving you
We earn our fee not by charging you commissions on securities trades like stockbrokers, but by levying a fee for ongoing investment management
You avoid the conflict of interest that arises when a broker receives better commissions by selling you one product instead of another or makes money by making more trades in your account
As a fee-only financial advisory firm, we do not accept fees from third-party product providers