David Clarken, CFP®, CFA®, EA

About David Clarken, CFP®, CFA®, EA

Who Do I Serve?

High achieving Professionals, Consultants and Entrepreneurs – people who earn a living on their intellectual capital.

You Work hard, constantly strive to be better and you’re an expert at what you do. You have lofty aspirations and the drive to achieve them. I understand you because I am you. I understand you want a lot out of life, but most of all…you want more Time and fewer things to Worry about.

 Women in Transition – Whether you’re getting married, starting a family, fighting about money, or facing divorce, I’ll help you through it with confidence.

I watched my Mom struggle financially after her divorce and hated that I couldn’t help her. I understand the stress transition can bring and I made it my life’s mission to fix it – To empower people – particularly women facing a life change. I take the time to understand your feelings, learn what you need and discuss how to meet your challenges.

I’ll be in your corner whenever you have a question or wonder if you could be doing things just a little better. I’ll help you face the future with anticipation, rather than apprehension.

Financial planning is a process, not a piece of paper, to get you where you want to go. It changes as your life unfolds and your needs evolve—never losing touch with what’s most important to you. It gives you clarity and peace of mind, so you feel confident.

How am I different?  P-P-E-D

Purpose: This business is very personal to me. I built this firm to honor my Mother and care for clients in a way that would have made her proud. I treat every client like Family.

Passion: Empowering people through financial well-being – to live their best life, is my calling. To be worthy of your trust us critical, which is why I’m committed to lifelong learning – humble to know I’ll never know it all but driven to try. I’ve read books about tax on the beach and finance magazines on a flight to Italy because I love to!

Empathy: Your feelings and experiences matter. I consider the complex emotional issues in your financial life. More than how much I know, it matters how much I care.

 Depth: Any competent advisor will provide comprehensive planning, easy to use technology and reasonable fees. I believe You deserve More, so I go beyond. Financial literacy for your children and grandchildren, making sure your parents and grandparents aren’t exposed to estate planning risks, savvy tax savings strategies and much more.

As your financial advocate, I’m in your corner, available when you need me – even for the little things. When things happen in your life, I hope to be one of your first calls.

 Am I Qualified?

In terms of resume, I’ve earned the highest credentials (CFA, CFP, EA), have over two decades of financial experience, embrace a fiduciary standard of care, have no conflicts of interest and the discipline and tenacity of a former Marine.

What do You Get?

Return on ENERGY –I give you TIME, enabling you to spend your time on what matters most to you—your spouse, your kids, your career, your fun… Or would you rather spend your quality time Googling financial issues? Ask yourself – What’s your time worth?

 Return on INVESTMENT – Pay a little to protect a lot. It takes intelligence, foresight and humility to get help, especially with something so personal.

Simply taking the emotion out of financial decisions carries a high value. Don’t step over a dollar to pick up a dime…

You might hire someone to clean your house, mow your lawn or repair the air conditioner. Why not outsource your financial security to an expert?

If you’ve ever wondered if you could be doing things a little bit better… it’s time you find out

Tripp Yates, CFP®, CPA/PFS

About Tripp Yates, CFP®, CPA/PFS

Tripp has extensive experience in financial planning and investment management, and he diligently uses his credentials of CPA and CFP® to benefit his clients. Over the last ten years, he has managed over $100 million in assets for individuals and families.

Tripp’s interest in investments started when he was young and was intrigued by his grandfather’s savvy investment knowledge. When he realized staying in public accounting was not his ultimate goal, he was excited to take his career in this direction.

His passion for financial planning is evident to each and every client he meets with. His desire is to help his clients organize their finances, save taxes, and invest wisely. Tripp strives to work in a humble and transparent way.

When he is not managing his firm and his clients, Tripp enjoys spending time with his family, running, and cheering on the Rebels and the Cubs.