Mike Muffoletto, CFP^®

Mike is a financial advisor primarily focused on serving established entrepreneurs & business owners. He is the Chief Executive Officer of Clark & Company Wealth Management and earned his bachelor’s degree from St. Bonaventure University, graduating Summa Cum Laude. After beginning his career in an entirely different field, Mike discovered his vocation in financial planning—an inflection point that ultimately shaped his professional path. Since entering the profession, Mike has become a CERTIFIED FINANCIAL PLANNER® professional and built a highly intentional planning model designed specifically for entrepreneurs and business owners. While Clark & Company serves a diverse range of families, Mike has a particular focus and passion for working with owners whose financial lives are complex, dynamic, and deeply intertwined with their businesses. Early in his career, Mike focused on helping established entrepreneurs navigate business succession, retirement, and estate planning. Today, he works more holistically with owners—helping them clarify their vision, make confident decisions, and align their business and personal financial lives with the future they are building. Mike’s life has been shaped by a pursuit of freedom, reflected in his passion for travel and the outdoors. In 2022, he climbed Mt. Kilimanjaro in Tanzania. He maintains a close relationship with his parents and two brothers, with whom he enjoys camping and spending time outdoors. In his community, Mike is a strong advocate for mentorship. He is a former varsity wrestling coach and actively involved with Big Brothers Big Sisters®, through which he met his “Little,” Jarryd. Mike is the CEO you hire for life beyond your business.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes