Clark Planning & Investment Advisory

Gary Clark


Birmingham, Alabama


Clark Planning & Investment Advisory is a small, independent, fee-only financial planning and investment advisory firm. As a Registered Investment Advisor, we are regulated by the Alabama Securities Commission. We adhere to the fiduciary oath, which requires us to place our clients' best interest above our own. We have no corporate agenda to determine or limit the way we serve our clients. Our clients' goals are the driving force behind the financial guidance that we provide. Based on proven financial planning and investment management principles, combined with biblical principles of honesty and integrity, we optimize the risk/reward ratio and manage our client's portfolios based on their personal financial plans and personal financial goals. Our service is focused on key values such as diversification, discipline, customization, objectivity and hard work. We care about our clients’ personal and financial well being. We hope that the information and resources provided on our web site will benefit you. If you have questions, please let us know. For those who are seriously interested in improving their financial well-being, we offer a free initial, no obligation consultation.

Gary Clark began his professional career with a large national accounting firm in 1974. In 1978 he began Clark Planning & Investment Advisory. He is fortunate to have had the opportunity to obtain an excellent college education in accounting and economics and subsequently obtain the degree of Certified Public Accountant and Personal Financial Specialist conferred by the American Institute of Certified Public Accountants. He continued his education in financial planning and investment management and received the CFP™ credential from the Certified Financial Planner Board of Standards and ChFC designation from the American College. CFP™ is a certification mark owned by the Certified Financial Planner Board of Standards, Inc.