Clark and Associates, Inc.

Specialties

Clark Associates, Inc.

Clark & Associates is the premier retirement planning company serving the greater Washington Metropolitan area. Our goal is to take the mystery out of investing while we help you prepare for your retirement, manage your risk, and preserve your wealth.

At Clark & Associates we don’t believe in a «cookie-​cutter» approach — no two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives. This company was founded on our «Safer Money Solutions,» and we would love the opportunity to sit down and see if we could guide you to a safer financial future.

Our Mission

Our mission here at Clark & Associates, Inc. is simple: take the mystery out of investing while we help you prepare for your retirement, manage your risk, and preserve your wealth. Based on our safer money philosophy and integrity based relationships, our ultimate desire is to guide our clients to a safer financial future.

History

Established in 1987.

Clark & Associates, Inc. began as a company which primarily focused on helping people in or near retirement with the specific challenges associated with that time of life. Since then the business has evolved and now offers investment solutions for people of all ages. Clark & Associates is committed to helping our clients reach their financial goals. We firmly believe that an educated client is a satisfied client. The «Safer Money» approach, which was the foundation of the company, remains the cornerstone of our approach when offering financial advice. Clark & Associates continues to grow with the support of our valued clients. Our clients age in range from 19 to 101, and come from all walks of life.

Meet the Business Owner

Rick C.

Business Owner

Rick founded Clark & Associates, Inc. in 1987 and has provided financial advice to retirees in Fairfax County for over 30 years. While working as an Insurance agent after college, Rick discovered a passion for helping people with their finances. This developed into a vision of owning a business that focused solely on providing honest, financial advice for people of all ages. Rick has provided objective, comprehensive, and independent advice to his valued clients; helping them to preserve their assets, increase their income, and reduce their taxes. Rick’s wealth of knowledge and experience continues to help clients tackle the uncertainty of today’s times and plan for a secure and comfortable retirement with a focus on safety and a reasonable rate of return. Rick has raised a family of three accomplished children, and is a cancer survivor.