Broker Check

Our Firm


Duffy, Cardwell, Clark & Clarke is a financial advisory firm specializing in:

  • Business Continuity
  • Tax and Estate Planning
  • Wealth Accumulation
  • Employee Benefits, both Qualified and Non-qualified

Our Role As A Planner

Because of our dedicated service to prominent business owners, professionals, and entrepreneurs, we have strengthened our ability to help solve unique financial problems.

The mission of our firm is to use the best legal, tax, wealth accumulation, conservation, and distribution strategies available to help enhance each client`s financial situation.

No two clients are alike. Every client has unique needs. We do not provide cookie cutter answers or computer generated solutions for our clients. Each client`s plan is tailor-made to create individual solutions. We present various alternatives to design and to accomplish specific objectives so that our clients can decide which options are best suited for them. Clients ultimately design their own customized plan with assistance from our consulting staff. We are always there to give specialized guidance. 

Our role is to act as a coordinator in the financial design and planning process. We work in concert with our client`s other advisors in finalizing their plan to ensure that a decision in one area does not conflict with another.

We have a skilled staff of specialists in legal, taxes, investments, employee benefits, risk management, as well as qualified and non-qualified plans, to support our financial consultants in the planning process.