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Randall D. Clark, CFP®Co-Founder and Managing Principal41 years of service

Randall D. Clark, CFP®
Co-Founder and Managing Principal
41 years of service

Randy is co-founder and a Managing Principal of the firm. He is a knowledgeable financial advisor who has over 30 years of insight and experience successfully managing clients’ individual financial situations through constantly changing investment and tax law environments. He has built his practice around physicians and the unique challenges they face in today’s medical landscape.

Since 2009, Randy has been named to the Indianapolis Monthly’s list of Five Star Wealth Advisors. He has also been invited to the Barron’s Top 500 Advisors Forum since 2010.

A 1980 graduate of Ball State University with a degree in Finance, Randy completed his Certified Financial Planner (CFP®) requirements in March 1986. He was admitted to the Registry of Financial Planning Practitioners in 1988 before it was transferred to the CFP Board of Standards on December 31, 1994.

He is a member of the Second Presbyterian Church, and has served on the Finance Committee for 10 years. He then served 10 years on the Endowment Board, with the last two years as President. He has also served two terms on the Center Point Counseling Board.

Randy is a fifth generation Hamilton County resident, where he is involved in a local rotary club. He lives in Carmel with his wife and their two children.

 

Windsor Professional Recognition Disclosures

 Barron’s Top 500 Advisors Forum

This is an invitation-only event from Barron's, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers.

Windsor is not affiliated with Barron’s.

 Indianapolis Monthly’s list of Five Star Wealth Advisors

Five Star Wealth Managers awards are given to industry qualified advisors that meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients.

Eligibility Criteria – Required

  1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor.
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years.
  3. Favorable regulatory and complaint history review.
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients.

Evaluation Criteria - Considered

  1. One-year client retention rate.
  2. Five-year client retention rate.
  3. Non-institutional discretionary and/or non-discretionary client assets administered.
  4. Number of client households served.
  5. Education and professional designations.

Windsor is not affiliated with Indianapolis Monthly or Five Star Professional. Windsor did not pay a fee to be considered for inclusion.