Megan Clark, Investment Adviser Representative
Megan Clark is CEO and executive wealth manager at Clark & Associates Inc. Financial Solutions and is an Investment Adviser Representative, an insurance professional and a Retirement Income Certified Professional®.
As a financial adviser, she is passionate about helping families create a holistic financial plan, and she often holds "For Women by Women" informational seminars to reach out to and assist women in pursuing their goals.
Clark has been recognized for several achievements, including Forbes Best-In-State Next-Gen Wealth Advisors 2019 and America's Top Women Advisors 2020.
She is a graduate of the University of Virginia. In her free time, she enjoys being with her family and finding new ways to help Clark & Associates give back to our community.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Brighter Financial Capital Management, LLC, a SEC Investment Advisor. Insurance products and services are offered through Clark & Associates, Inc. Financial Solutions, an affiliated company. Brighter Financial Capital Management, LLC and MAS are separate entities, independently owned.
Phone: 703.796.0957 | Email: clientservice@clarkfinancialplanning.com | Website: clarkfinancialplanning.com
Latest articles by Megan Clark, Investment Adviser Representative
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Are You Investing Like It's the 1950s?
Make sure your portfolio's design is truly 'modern,' because the stock market is a completely different world than it was in the '50s.
By Megan Clark, Investment Adviser Representative
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Bigger Isn't Always Better When It Comes to Financial Advice
Here's why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
By Megan Clark, Investment Adviser Representative
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Want Real Estate Without Hassle? Consider a DST
Before you get into the landlord biz (or if you'd like to get out of it), there could be an easier way to invest in real estate, a Delaware statutory trust.
By Megan Clark, Investment Adviser Representative
