Eric Clark

CFP®

Clearview Wealth Management

Financial Advisor

Eric Clark

CFP®

Clearview Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Clark, CFP®

Fee-Only Financial Planner located in Charlotte, NC and serving clients throughout the Southeast.

Eric Clark is a Charlotte, NC fee-only financial planner. Clearview Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Clark is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Eric is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Clearview Wealth Management. Eric serves as President of the firm, as well as a Senior Financial Advisor and Chief Compliance Officer.

Eric is passionate about building quality relationships and providing exceptional care for his clients. He founded Clearview Wealth Management in 2013 with an experienced, cohesive team of professionals he has worked closely with over the last 15 years. This exceptional team shared his commitment to build a firm where clients and their successive generations are, and will always remain, the number one priority of the firm.

Prior to starting Clearview, Eric was employed with a Charlotte wealth management firm for 14 years where, as an owner, he served as President, Chief Compliance Officer and Senior Financial Advisor.  Prior to this, Eric spent 13 years with Bank of America and its predecessors, where his responsibilities included banking center management, process re-engineering, new product development, project management and consumer product marketing.

As a 1985 graduate of the University of Kentucky, Eric later earned his Masters in Business Administration from Wake Forest University’s Babcock School of Management in 1999. Eric’s personal and extensive experience in small business, banking, and advising, has led to a specialty with small business owners and financial services executives.  This includes helping manage complex compensation plans and benefits packages, along with a special interest and expertise advising individuals and families through succession planning and wealth transfers.

Eric is a dedicated father, husband and leader in his community. Having recently completed his role as co-chair at The Learning Collaborative, Eric remains involved at the school serving on strategic committees to further the school’s community reach. He also serves on the Outreach Commission of Christ Episcopal Church and is the Christ Episcopal Church volunteer coordinator for the Charlotte Men’s Shelter.

Eric Clark is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Clearview Wealth Management was established when three of Charlotte’s financial planning and investment management professionals – Eric Clark, Cheryl Sherrard and Treven Ayers –decided to combine their 60 years of collective experience to form a client-centered firm built on the principles they believe in:

  • Commitment to a lifelong partnership with each client built on a cornerstone of trust. Clearview’s primary focus is on the needs of the client and their successive generations.
  • Focused expertise and technical knowledge to provide well-researched and appropriate solutions for each client.
  • A customized approach to financial planning and investment management that is unique to each client and evolves as the client’s priorities change over the course of their life.
  • A fee only, fully transparent pricing model which allows for unbiased advice with no hidden agendas. No commissions, no confusion.
  • A firm-wide commitment to give back to the community through volunteering, board service and charitable giving.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Eric Clark is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Eric Clark is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Eric Clark

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 2115 Rexford Road, Suite 316
    Charlotte, NC 28211

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser