Brett J. Clark CFP®, CPWA®, CRPC™, APMA™, CEPA®
Founder and Wealth Advisor
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 complexities of wealth with clarity and confidence. His specialties include retirement planning, business exit strategies, generational wealth transfer, tax-efficient investing, and comprehensive planning for executives and entrepreneurs.
A Journey of Experience and Growth
After earning his finance degree from the University of Colorado, Brett began his career at Claymore in 2007 just prior to the financial crisis—gaining early experience in product sales and advisor support. In 2011, he shifted course to work directly with clients, joining a firm built on real-world advice and adaptability. Mentored by two advisors with a combined 80 years of experience, Brett eventually took the reins and expanded the firm into what is now Expedition Wealth Partners.
His Approach
Brett’s philosophy is grounded in listening deeply, asking thoughtful questions, and crafting financial plans that reflect the life you actually want—not a one-size-fits-all solution. He emphasizes diversified, tax-smart strategies and long-term thinking, all rooted in practical advice.
• Holder of five industry designations, reflecting a deep and ongoing commitment to financial education and excellence
Giving Back
A proud member of the Morgantown community, Brett actively supports local nonprofits including Meals on Wheels, the West Virginia Botanic Garden, St. Francis Central Catholic School, various youth sports teams, and charitable outings. In recognition of his service with Morgantown Area Meals on Wheels, he received the Violet Petso Presidential Award.
Life Outside the Office
Brett lives in Morgantown, WV with his wife, Lindsay and two sons, Ian and Max. He’s an avid outdoorsman who enjoys skiing, hiking, camping, weight training, cooking, and finding new adventures—whether across the world or around the next bend in the trail.
What to Expect
Brett’s favorite part of the job? Helping clients solve real problems and gain confidence. Your first meeting with him isn’t a sales pitch—it’s a genuine conversation about your life, your goals, and how to make smart financial decisions moving forward.
Why Work with Brett?
With nearly two decades of experience, Brett offers the kind of guidance that only comes from years of real-world problem solving. He works best with clients who value thoughtful, tax-efficient strategies and a long-term view—whether you’re preparing to exit a business, plan for retirement, or build multigenerational wealth. At Expedition Wealth Partners, Brett leads with clarity, integrity, and a deep commitment to helping you chart a financial path with purpose.