Our Services

Keith Clark and Associates was founded by Keith C Clark after 15 years in management with CIGNA Financial Advisors and Bankers Life and Casualty Insurance Company. Keith Clark and Associates is a full service financial firm offering a full menu of services that include Financial Planning, Wealth Management, Trust and Estate Planning, Insurance and Risk Management, Business Continuity and Retirement Planning. Keith Clark & Associates was created to address the need for honest, transparent and reliable financial management services for Pittsburgh's rapidly developing professional population. Twenty five years later the firm serves clients from Pittsburgh, Pennsylvania to Atlanta Georgia, meeting the financial planning needs of an expanding community of professionals transitioning from Pennsylvania to the south.  Along with our PA location we are also able to service clients located in Colorada, District of Columbia, Florida, Georgia, Maryland,  Missisippi, North Carolina, New Jersey, Pennsylvania, Ohio, AND Virginia.

Keith Clark & Associates has developed a successful “family friendly” approach to financial planning. One that offers a personalized process that includes evaluating assets and liabilities, income and cash flow analysis, and short-term and long-term financial goals and objections. We will not begin developing a plan for our clients until we have gained a thorough understanding of their personal and financial circumstances.

 

“When you choose Keith Clark & Associates, you have chosen a company with highly skilled professionals who have your interest as their first priority and who will deliver the best possible services for you and your family”. – Keith C. Clark

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 


  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products