As an Adviser 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 in public accounting specializing in tax services for 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 in 2015 where he earned his Master’s in Accountancy specializing in Taxation. Adam is a CFP® professional, holds an active CPA license in Missouri, and has obtained the Personal Financial Specialist designation granted by the AIPCA.