Skip to Content
Headshot of Phil Clark

Phil Clark

Relationship Manager, CFP®, CPWA®
Southfield

Experience

I specialize in holistic wealth management, helping clients build, implement, and monitor their financial wealth strategies. As our clients' personal CFO, I advise them on planning for personal finances, investment management, charitable giving, education, retirement, income taxes, and multigenerational estate considerations.
View More of Phil's Experience

Specializes In

My family and I love to ski. If I'm ever walking with a limp or have an injury, there’s a good chance I recently made a visit out to Colorado.

Additional Thoughts

Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch
Explore the Road Ahead
Jim Baird Wealth Management
Article December 13, 2018 1 min read