Joseph Clark, Managing Partner, Senior Advisor at Financial Enhancement Group joins Julie Cooling, Founder & CEO, RIA Channel to discuss his firm’s holistic approach to wealth planning and helping clients achieve their goals.
Financial Enhancement Group is ranked #13 on RIA Channel’s 2020 Top 50 Emerging RIA List. The Indiana-based firm was founded in 1997 by Clark and his co-founder Don Hodson with the mission of helping families better prepare for their financial future. FEG’s suite of capabilities or “5 Critical Elements” includes financial planning, retirement planning, investment management, tax planning, and legacy planning. Clark stresses the importance of understanding each family’s unique needs and long-term goals. The Firm’s Family Focus® Process considers each of the 5 Critical Elements annually, and helps families understand and evaluate where they are along their financial journey.
RIA Channel ranked the 2020 Top 50 Emerging RIAs using a proprietary set of criteria and data. The ranking is based on both size and growth in assets reported to the SEC as of October 31, 2020. Wealth management firms with negative disclosures on their ADV Part I were excluded. Wealth management firms that were growing 30% or more over the past five years, and had total assets under management of less than $500 million were included. RIA Database (RIADatabase.com) was used for regulatory data, growth data, organic research, and advisor surveys. We recognize these firms as leaders in their field and congratulate them on their success.