Since 1989, Phillip L. Clark has been dedicated to serving individuals and small businesses through comprehensive planning. Over 15 years ago, Phillip envisioned creating a firm focused on client needs through fee-based services. This vision became reality in 2002.
As a Registered Investment Advisor Representative, Phillip played a pivotal role in developing the firm’s proprietary AAMP (Asset Allocated Managed Portfolios) program, tailored to each client’s Investment Policy Statement.
Phillip emphasizes that “the most important part of the planning process is building relationships with our clients.” Supported by a highly trained team, he divides his time among client relationships, portfolio management, and strategic initiatives for the firm.
Beyond his financial expertise, Phillip is active in his community. He currently serves on the board of the Girls Leadership Academy of Wilmington (GLOW) and “one” Wilmington. He has also held leadership positions, including President of Rotary and board member of the United Arts Council for six years. Outside of work, Phillip enjoys collecting wine, staying fit, flying, cooking, and golfing.
