Bradley Clark (CFP, MBA)

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

  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We provide true wealth management to families north of Boston with $1 to $ 5 million in investable assets (includes retirement accounts and regular taxable accounts).   Our service has two ongoing components:

1. Investment Management

  • Mutual funds from Dimensional Fund Advisors (DFA)
  • Portfolio rebalancing
  • Tax loss harvesting

2. Financial Planning

  • Retirement income planning
  • Integrated tax planning
  • Intergenerational asset transfers
  • College savings planning
  • Life insurance review
  • Charitable gift planning

Bradley’s Education

Bradley graduated from Harvard College with an A.B. in economics, cum laude.  He received his MBA from Stanford’s Graduate School of Business, where he graduated as an Arjay Miller Scholar (top 10% of his class).   He completed his Personal Financial Planning certificate coursework at Boston University.

Bradley’s Twitter Bio

Family lover, financial planner, evidence-based investor, entrepreneur, strategist, Red Sox fan & stats geek, and bridge enthusiast.

Bradley’s Professional Bio

Bradley is a Certified Financial Planner, and CEO & Founder of Clark Asset Management, LLC.

Prior to founding Clark Asset Management, Bradley held a number of positions relating to strategic and financial planning, and serving individual investors.  He was a partner at Oliver Wyman Consulting, Publisher at The Motley Fool, and Founder & CEO at both InvestorGen, LLC and Clark Consulting.

Additional Information

MY TRUE CALLING…(NEARLY MISSED!)

I was hanging on every word…

It was a beautiful spring day in Palo Alto in 1996.

My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole.

I remember closing my eyes and taking it all in.   Was it possible that a several hundred billion dollar industry was just harming investors?   That the whole thing was built on an illusion?  Even a lie?

I was just entranced.

But then the class ended, and I went back to the business of graduating from Stanford Business School.  I headed back to consulting for a couple years, and then co-founded a dot com.

But in 2003, I ended up in awkward position.  An awkward position that ultimately lead me to my true calling.

I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website.

But something was wrong.

You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills.

There was just one problem with this – I didn’t believe it.

I eventually left The Fool with mixed feelings.  I was proud of our commercial success, and my role in that.  But I also felt like I had betrayed my beliefs.  It wasn’t a good feeling.

I tried jobs in other industries, but something kept pulling me back to investing and personal finance.

And then it finally hit me.

I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC.

If you’d like to learn more, please visit my website and download one of my complimentary guides.

 

 

NAPFA Start Date

September 12, 2016

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This Office

170 Commerce Way Ste 200 Portsmouth, NH 03801-3272 Phone: (603) 237-1341

Other Offices

303 Wyman St Ste 300 Waltham, MA 02451-1255 Phone: (781) 810-4310
301 Edgewater Pl Ste 100 Wakefield, MA 01880-1281 Phone: (781) 518-0706
300 Brickstone Sq Ste 201 Andover, MA 01810-1497 Phone: (978) 364-0605