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Welcome to Finance Roadmap Planning

We help you gain clarity and confidence with your finances. Whether you’re planning for retirement in the next few years or managing a high-income, complex financial situation, we guide you every step of the way with a clear, personalized Financial Roadmap.

About Patrick CFP® 

Headshot Patrick Florida.jpg

I’m Patrick Clark, CFP®, helping families in Massachusetts and New Hampshire gain clarity and confidence with their finances. I create Financial Roadmaps to guide retirement income, taxes, and key financial decisions — collaborative, simple, and tailored to your goals.

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Becoming a parent showed me the importance of honest, client-focused guidance. Since earning my CFP® in 2017, I’ve helped clients make confident financial decisions, while also teaching community classes on Social Security, Medicare, and retirement planning.

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When I’m not working, I spend time with my wife and three kids, exploring new places, enjoying golf, and supporting my wife’s small business, Flicker and Twinkle.

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Past performance is not indicative of future results. This material is for informational use only and should not be considered investment advice. Investing involves risk. Principal loss is possible.

 The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. This should not be construed as tax advice. You should always consult with your tax professional with regard to specific tax questions and obligations.

 Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A Finance Roadmap Planning. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.

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