Bert Clark, J.D., CFP®, CLU®, CAP®, AEP®
Wealth Management Advisor

Bert Clark Financial Group

Our focus is 100% on Our Clients

Your values. Your goals. Your plan. Your legacy.

“Our objective is to help you gain absolute clarity with regard to all of your financial and philanthropic goals."

Bert Clark Financial Group is a national advisory firm that specializes in comprehensive wealth management, estate planning and business succession planning. Based in Atlanta, but working across the Eastern US, we serve high-net worth families, professionals and business owners. Our focus is 100% on our clients and their objectives, and begins with defining your mission, legacy, values and objectives.  Our creative solutions are tailored to the unique needs of each individual client, now and in the future. Our goal is to ensure financial and personal growth for our clients, through a dynamic process of design, coordination, implementation and ongoing strategy review.

Click here to read my bio

Clark Financial News

October 2015 - The team of Bert Clark and the Northwestern Mutual Goodwin Wright group show their support against childhood cancer by wearing their "Go Harris Go" tshirts. Harris is the 2 year old son of a client in Bert's practice, who is battling rhabdomyosarcoma which is a malignant tumor. The proceeds from the Tshirts below supported Harris in his battle to fight cancer. Team member Madison is the 5th standing from the left on the bottom row. 

September 2015 - Berry College holds their Grand Opening of the new multi-sport stadium, which includes the Clark Track and Valhalla playing field. Bert led the way in fundraising $750,000 to fund the new construction of the 8 lane track, which circles the new and improved Valhalla field. Pictures below shows the ribbon cutting and celebration of both completed projects before Berry's first home football game of the season.

Track photo
Group photo

Bert Clark and his wife Cathy are on the left standing next to other Berry College board members.

Bert is the third in from the right cutting the ribbon on opening day.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.