Bradley Clark (CFP®, MBA, RICP®)

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

  • Annuities
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We offer investment management & financial planning, just like many financial advisors do.

Unlike other advisors, however, we have a deep specialty in retirement income planning.

If you’re already retired, or retiring in the next 5 years, I urge you to watch the following videos about retirement income BEFORE you select an advisor!

RETIREMENT INCOME VIDEO CLASS (each video is only about 5 minutes):

Class Overview: The 10 Steps to Retirement Income for Life

Step 1 - Set Your Financial Goals

Step 2 – Maximize Social Security

Step 3 - Maximize Your Employer Pension

Step 4 - Drive Income with a Bond Ladder

Step 5 - Build Your Own Pension

Step 6 - Build Your Growth Portfolio

Step 7 - Plan for Long-Term Care Expenses

Step 8 – Boost Your After-Tax Returns

Step 9 - Cut Your IRA Tax Bill (Permanently)

Step 10 - How to Pay Your Financial Advisor

Class Recap - Implementing Your Plan

Additional Information



1] I’m one of only 2% of advisors who is both a CFP® and a Retirement Income Certified Professional (RICP®).

2] I’ve been helping people make better financial decisions for 25+ years

3] I was Publisher of The Motley Fool.

4] I got my BA in economics from Harvard.

5] I hold my MBA from Stanford, where I studied Portfolio Theory with Nobel Prize winner Bill Sharpe.

6] I don't like when advisors charge a percentage, so I charge a flat fee

7] I love talking with people about their Retirement Income Plan, so schedule your free call!

You can read my full story here.

NAPFA Start Date

September 12, 2016


This Office

303 Wyman St Ste 300 Waltham, MA 02451-1255 Phone: (781) 810-4310

Other Offices

15 Constitution Drive, 1st Floor Bedford, NH 03110-6042 Phone: (603) 709-4227
170 Commerce Way Ste 200 Portsmouth, NH 03801-3272 Phone: (603) 237-1341
99 Derby Street, Suite 200 Hingham, MA 02043-4216 Phone: (781) 518-0706
300 Brickstone Sq Ste 201 Andover, MA 01810-1497 Phone: (978) 364-0605