Ark Investment Advisory
Strategic Wealth for Purpose-Driven Lives
Aligning Wealth with Vision, Values, and Legacy
At Ark Financial, we know that wealth is more than numbers—it’s a reflection of your values, relationships, and aspirations. Our Investment Advisory Services help entrepreneurs and families navigate complex financial landscapes with tailored, strategic solutions designed to sustain a prosperous life and secure your legacy.
Matt Goff, Chief Investment Officer
Ark Financial
Why Ark Financial?
Why Ark Financial’s Investment Advisory Services?
In a world of one-size-fits-all portfolios and corporate-driven priorities, Ark Financial stands apart. Our approach begins with you—your goals, your values, and your vision of success.
Here’s why we’re different:
- Tailored Solutions: Every family’s journey is unique. We craft strategies that reflect your personal priorities and opportunities—never relying on rigid templates.
- True Independence: As an independent firm, we are free from corporate influence, focusing solely on your success.
- Grounded in First Principles: We rely on time-tested principles and intellectual rigor to create an unshakable foundation for your financial future.
- Effective Execution: Great plans are only as good as their follow-through. We handle the details, removing obstacles and turning ideas into reality.
- Continuous Innovation: As markets change, we adapt, scout opportunities, and refine strategies to keep you ahead.
- Transparent Alignment: Trust is built on clarity and honesty. We provide full transparency on our advice, fees, and progress.
Our Approach
Beyond Traditional Wealth Management
Step 1: Discovery and Deep Dive
We start by listening. By understanding your goals, values, and financial landscape, we outline a clear and comprehensive vision of what prosperity means to you.
Step 2: Strategic Planning and Customization
Leveraging insights from our discovery process, we craft a personalized strategy that aligns every financial decision with your long-term vision. From alternative investments to tax-efficient planning, your plan is designed to grow with you.
Step 3: Dynamic Execution and Ongoing Partnership
Markets shift, but our commitment to you doesn’t. We provide continuous support, adapt strategies to capitalize on opportunities, and mitigate risks to ensure your financial plan remains aligned with your future.
Our Services
Our Investment Advisory Services
Comprehensive Wealth Management
Integrating all aspects of your financial life—business, personal, and family—we create alignment and clarity across your portfolio.
Private and Alternative Investments
Go beyond public markets. We identify high-value opportunities in private equity, real estate, and other alternative investments that align with your goals.
Tax-Efficient Strategies
Your portfolio’s success should be measured by returns and cash flows net of taxes. Our strategies employ sophisticated tax-efficient techniques to help you keep more of what you earn while staying aligned with your financial objectives.
Legacy and Philanthropy Planning
Sharing your prosperity with family, future generations, and meaningful causes is a natural desire. Ensuring your generosity aligns with your intentions and financial goals requires thoughtful planning and strategic guidance.
What Clients Say About Ark
"Ark gave us the confidence and freedom to really use our finances intentionally. Instead of always being on defense, we're now making proactive choices about where we direct our finances and our legacy."
Todd & Toni Steward, CEO
St. David’s Healthcare
The above testimonial is a current client of Ark Financial. They did not receive compensation, and there are no conflicts of interest in this client endorsement.
Investment Advisory Benefits
What You Gain with Ark Financial
Confidence: A clear, forward-looking plan to anticipate and mitigate risks.
Clarity: Full visibility into your financial ecosystem, with simplified reporting and ongoing insights.
Alignment: Strategies that unite your business, personal, and family goals into a cohesive vision.
Impact: Opportunities to grow your wealth, support your passions, and make a lasting difference.
The above testimonial is a current client of Ark Financial. They did not receive compensation, and there are no conflicts of interest in this client endorsement.