Carl McClurg Jr, CEPA® AIF®
Founder and Independent Wealth Manager
Founder and Independent Wealth Manger, Carl McClurg Jr, an Accredited Investment Fiduciary and Certified Exit Planning Advisor - utilizes over 40 years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this can only be achieved by first getting to know each client on a personal level and fulfilling his duty as a fiduciary. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.”