Richard C. Clark, CFP®, ChFC®, RICP®

Rick joined Jacobi Wealth Advisors and Jacobi Capital Management in 2024 and has nearly 20 years of experience in the financial services industry.   Previously, Rick was a principal and co-founder of Pillar Wealth Advisors, LLC, an SEC Registered Investment Advisor.   Entering the financial planning business in 2005 as a career change, Rick sought to utilize the deep finance, accounting, taxation and analysis experience gained during ten years as a CPA with Deloitte & Touche LLP, and a diverse ten years spent in corporate finance and accounting roles. Rick's primary practice focus is leading the development of integrated and insightful financial plans for successful individuals and business-owners, believing that the "context" provided by a clear financial plan is critical to an effective investment plan, insurance plan, estate plan and business succession plan. 

Rick is a graduate (Cum Laude) of University of Delaware, and is very active in local philanthropic organizations throughout Chester County, PA. He and his wife, Debbie, live in West Chester, PA.    Rick enjoys golf, the Jersey Shore, great wine, and flying the airplane he built himself.