As an Advisor with AdvicePeriod, Adam Clark works with Partner Advisor Eric Mundwiller to enable clients to live well today in their plan for tomorrow. Adam’s primary focus is providing comprehensive wealth advisory services with sound tax planning at the core.
Prior to AdvicePeriod, Adam worked for Deloitte as a Tax Consultant specializing in Private Wealth clients. Adam continued his comprehensive wealth advisory services career managing client relationships and tax planning strategies on the Mundwiller Team at Moneta Group.
Born and raised in St. Louis, MO, Adam graduated from the University of Missouri where he earned his Master’s in Accountancy specializing in Taxation. Adam maintains an active Missouri CPA license and holds the Financial Industry Regulation (FINRA) Series 65 license. In his free time, he enjoys coaching youth lacrosse, spending time with friends and family, and the constant turmoil associated with diehard Mizzou fandom.
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