Broker Check

Expedition Wealth Partners

Your wealth journey deserves the right guide.

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Forbes Best-in-State Wealth Advisor

(2021-2025) 

Forbes Top Next-Gen Wealth Advisor

(2019-2022)

Forbes Top Next-Gen Best-in-State

(2021)

Why Choose Expedition Wealth Partners?

Seasoned Guides on Your Financial Journey

At Expedition Wealth Partners, our team brings deep expertise and decades of experience to every financial path we help navigate. We stay ahead of the curve—tracking evolving markets, regulations, and opportunities—so you can move forward with clarity and confidence.

Meaningful Partnerships, Built to Last

We believe every great expedition starts with trust. That’s why we take the time to build real relationships, understanding your values, vision, and goals. As your dedicated financial partners, we’re with you every step of the way—through milestones, challenges, and new horizons.

A Track Record of Guiding Success

Our clients don’t just set goals—they reach them. With thoughtful strategies and a personalized approach, we help transform uncertainty into confidence. Wherever your financial journey leads, we’re here to help you navigate it with purpose and peace of mind.

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Financial Planning

A plan built around you.

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Business Exit Strategies

Leave your business on your terms.

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Wealth Management

Grow it. Protect it. Pass it on.

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Business Retirement Plans

Smart plans for your team — and your future.

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Individual Retirement Planning

Retire with clarity and confidence.

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Trusted Partner Collaboration

Partnering with Your CPA, Estate Lawyer, & Others

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Meet the Team Behind Expedition Wealth Partners

Brett J. Clark CFP®, CPWA®, CRPC, APMA, CEPA®

Founder and Wealth Advisor

304-598-0003

brett@expeditionwealthpartners.com

Meet Brett — Founder & Lead Advisor, Expedition Wealth Partners Award-winning advisor. Strategic guide. Lifelong learner. With over 18 years of experience, Brett helps individuals, families, and business owners navigate the...
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Travis Maraney APMA™

Wealth Advisor

304-598-0003

travis@expeditionwealthpartners.com

Travis is a dedicated financial advisor with a background in engineering and over four years of experience in the financial services industry. He holds a B.S. in Engineering from West Virginia University and is proud to call...

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Teresa King

Client Relations Coordinator and Administrative Assistant

teresa@expeditionwealthpartners.com

As the Client Relations Coordinator at Expedition Wealth Partners, Teresa is the first point of contact for families and individuals navigating their financial journeys. Drawing on a diverse professional background, she serves as a...
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Review our FAQs

Your questions, answered — and if you don’t see what you’re looking for, let us know. We’re here to help.

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