Bert Clark Financial Group is a national advisory firm that specializes in comprehensive wealth management, estate planning, business succession planning, and financial planning. Based in Atlanta, but covering the Eastern US, we serve high-net worth families, professionals and business owners. Our focus is 100% on our clients and their goals, and begins with defining your mission, legacy, values and planning objectives.

Our creative solutions are tailored to the unique needs of each individual client, as those needs change throughout the client's life. Our goal is to ensure both personal and financial growth for our clients, and through dynamic and comprehensive financial planning, we help you develop a bigger vision for your future—so you can focus on the most important parts of your life.