BETHLEHEM, Pa.--(BUSINESS WIRE)--Youngs Advisory Group, an Independent Registered Investment Advisory Firm with locations in Pennsylvania and Florida, is pleased to announce the employment of Justin Clark as a Senior Wealth Manager at their Lehigh Valley, PA location as part of the firm’s continued expansion serving the high net worth private client marketplace.
Justin Clark is a CERTIFIED FINANCIAL PLANNER™ and licensed insurance producer who brings a well-rounded blend of commercial banking, financial planning, and insurance knowledge along with the interpersonal skills to work with business owners, corporate executives, and wealthy individuals. He holds a BS from the University of Massachusetts Amherst.
“We are thrilled to have Justin join the Youngs team,” said John Youngs, Principal, CEO & Senior Wealth Manager. “Justin is a great fit because he truly embraces our fiduciary philosophy. He has built a reputation for his ability to navigate an ever-changing landscape and position clients to optimize their success. His knowledge of financial management and investing combined with our team at Youngs will allow clients to benefit from an even higher level of tailored advice and services.”
“Justin is an essential addition to our high-caliber firm as we continue to build our team, enhance the experience we deliver to clients, and shape another 25 years of success,” added James M. Beenders, Partner, President and Chief Planning Officer.
Prior to joining Youngs, Justin spent several years as an independent financial advisor at Evolution Financial Group, based in Media, PA., where he focused on individualized advice, financial management and investing strategies for clients. He began his financial career in 2007 with Wachovia Bank and Securities where he worked for several years as a licensed professional. While there, he developed an extensive understanding of the financial markets and provided investment advice to clients on how to derive the most value from their investments.
“My purpose as an advisor is to help clients across every step of their financial journey so they can achieve their aspirations,” said Justin. “Youngs not only shares that belief — but they have the team, services, and business model to back it up. That will allow me to devote more of my time and attention to taking care of clients.”
Justin will focus on providing tailored advice to meet the unique needs of clients and help them achieve their goals. His approach involves working with each client to understand their relationship with money, simplify and educate on complex topics, and develop a comprehensive strategy that considers their individual goals, concerns, and preferences. This includes helping them maximize savings, implement tax-smart charitable and giving strategies, and monitor spending in ways that optimize outcomes.
“We know how overwhelming and chaotic today’s marketplace can be for clients,” added Justin. “That is why we will continue to focus on financial clarity, education and empowerment to help clients invest confidently and pursue long-term outcomes and well-being.”
Justin will operate out of the firm’s headquarters in Bethlehem, PA.
About Youngs Advisory Group
Youngs Advisory Group provides high level wealth management advisory services to corporate executives, private business owners and other private wealth individuals. Based in Pennsylvania and Florida, the firm has advised select high net worth clients since 1996. Youngs Advisory Group is independent, working solely on behalf of its clients, and is a Registered Investment Advisor (RIA). Please visit https://youngsag.com/ to learn more about our firm.
