Since 1989, Phillip L. Clark has been dedicated to serving individuals and small businesses through the process of comprehensive planning. More than 20 years ago, Phillip had the vision to create a firm that would focus solely on the needs of its clients through fee-based services. Vision became reality in 2002. In addition to his role as a Registered Investment Advisor Representative, Phillip played a key role in developing the firm’s proprietary AAMP (Asset Allocated Managed Portfolios) program which is used in conjunction with each client’s Investment Policy Statement.
Phillip maintains “the most important part to the planning process is building a relationship with our clients.” His philosophy is supported by a highly trained team of professionals that caters to each client’s needs. Today, Phillip splits his time into three categories; client relationships, portfolio management committee and strategic initiatives for the firm.
In addition to his strong dedication and experience in the financial industry, he is active in his community. Currently, Phillip serves as a board member for Community Boys and Girls Club Foundation and “one” Wilmington. Past board positions include Rotary, United Arts Council, and Girls Leadership Academy of Wilmington (GLOW). He is an avid collector of wine, enjoys fitness, flying, and cooking.