Client Profile

Potential Clients often ask us what an "Ideal Client" looks like for Ark Advisors. We have created a list of characteristics that best describe our ideal client. This is not a list of requirements but general guidelines for whom we believe can benefit most from our services.

• Family steward with multi-generational goals
• Serious about their financial future and committed to making smart financial decisions
• They possess the entrepreneurial spirit and they have either owned a business for at least 10 years or have worked for the same company for more than 20 years
• Like the idea of working with a trusted guide so they can spend time on things that are important to them. The things they can't delegate like their relationships with family, exercise or just enjoying life
• Genuinely nice people who want to simplify their lives
• Over age 50 and are typically married to their first spouse
• People usually come to us for one of two reasons. First they are going through a life transition such as retirement, career change, inheritance or death of a spouse. Sometimes they contact us because they're becoming frustrated with their lack of financial progress.