Phillip L. Clark: Dedicated to Comprehensive Planning Since 1989
Phillip L. Clark has been committed to helping individuals and small businesses navigate comprehensive planning since 1989. Over 15 years ago, he envisioned creating a firm that would prioritize client needs through fee-based services. This vision became a reality in 2002.
As a Registered Investment Advisor Representative, Phillip was instrumental in developing the firm’s proprietary AAMP (Asset Allocated Managed Portfolios) program, which aligns with each client’s Investment Policy Statement.
Phillip believes that “the most important part of the planning process is building a relationship with our clients.” His philosophy is supported by a highly trained team dedicated to meeting each client’s unique needs. Today, Phillip focuses on three key areas: maintaining client relationships, serving on the portfolio management committee, and driving strategic initiatives for the firm.
Beyond his professional work, Phillip is active in his community. He currently serves on the boards of the Girls Leadership Academy of Wilmington (GLOW) and “one” Wilmington. He’s also a past President of Rotary and served on the board of the United Arts Council for six years.
In his personal life, Phillip is passionate about collecting wine, staying fit, flying, cooking, and playing golf.
