Wealth Management & Financial Planning

Wealth Management & Financial Planning

Joseph A. Clark, CFP®

Managing Partner

Joseph A. Clark, Certified Financial Planner (CFP®), is the co-founder, managing partner, and a senior advisor at Financial Enhancement Group (FEG). Joe partners with families to help plan their financial journey using FEG’s trademarked Family Focus® Process. He actively engages with the financial planning team and investment team. Joe’s passion is collaborating with and coordinating external relationships, including CPAs and attorneys. He establishes FEG’s strategy and direction while helping the management team run a process-driven firm.  

Joe has been in the financial services industry for over 35 years. He formerly served as adjunct assistant professor at Purdue University and is the former director of governmental relations for the Indianapolis chapter of the Financial Planning Association (FPA).  

Joe and his wife Barbara attend Northview Church, Anderson Campus. They have two daughters and two rescue labs. Joe is an avid golfer, SCUBA diver, hiker, and world traveler.

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If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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