Personal Financial Group is a comprehensive wealth management advisory firm for individuals, families, and businesses interested in taking control of their financial future. There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated.
Guiding you to use your accumulated wealth to further your values and make an impact on the people you cherish in your life. Helping you identify and close the gap on potential risks that exist in your financial environment. A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.
Guiding you to use your accumulated wealth to further your values and make an impact on the people you cherish in your life. Helping you identify and close the gap on potential risks that exist in your financial environment. A fresh wave of positive corporate earnings surprises sent markets to new record highs last week.
Services
Helping clients work to achieve their unique and specific financial goals is the unwavering focus at Personal Financial Group. That focus is continually driven, sharpened, and inspired by the remarkable ways in which our clients demonstrate how dedicated they are to accomplishing their personal financial goals.
You'll feel it when you pick up the phone to call us and you'll feel it when you pay us a visit. We're client-centric thinkers. To that end, we think you should know what we value most. It's about presence. It's about putting the people around us at ease, like a comforting old friend who is welcoming and understanding and ready to lend an ear.
Don Clark is a CERTIFIED FINANCIAL PLANNER professional, a Managing Principal through LPL Financial and President of Personal Financial Group. Don has been in the financial industry since 1991. During that time, he has developed long-term relationships with his clients by emphasizing a comprehensive approach to financial planning that focuses on client service.
We work in a technical industry that requires analytical and strategic thinking. Your wealth management strategy must be able to withstand today's economic environment and tomorrow's too! That doesn't simply happen by accident. It happens because the professionals at Personal Financial Group are dedicated stewards of your success.
Personal Financial Group is powered by LPL Financial, the nation's largest independent broker/dealer.* LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than three decades, the firm has served as an enabling alliance, supporting financial advisors in their goals of protecting and growing their clients' wealth.
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