About Neshaminy Creek Advisors

Hi! I am Patrick Clark

I founded Neshaminy Creek Advisors on April 1, 2018 to manage investments and provide financial advice to Volunteer Fire Companies, the Volunteers, and middle class, working class and blue coller families, individuals, and small business owners.

I did this after working for 25 years at small firms that catered its services for wealthy individuals and institutions.

I made this change to get back to my roots.

I was born and raised in a middle, working class, blue-collar community. My father was a steel worker who also was a volunteer fire fighter and community leader. My mother was a stay-at-home Mom to me and my two brothers, one of whom became a volunteer fire fighter. My belief is that the Volunteer Fire Companies are at the heart of many communities.

My family was like many families that typically rode through the ebb and flow of the economic cycle, often stretching a dollar for days and weeks during temporary layoffs, which eventually became permanent as these corporations closed their local plants. I felt the burden of my parents worry, and from a young age wanted to find ways to make life better for families like mine and organizations like the Volunteer Fire Companies.

INVESTING FOR THE REST OF US

I recognized that those who fall into these categories are typically underserved by traditional advisors by either not getting direct help, but through a call center, or being put into canned services that will likely not meet their needs.  This leads to increased stress and worry regarding saving, investing, paying down debt, buying a home, paying for education, retiring, etc.

This goes for the Volunteer Fire Companies as well. Saving, fundraising, filing for grants all to be able to purchase trucks, equipment, safety classes, and provide for the general welfare of the volunteers is a continual thing. Being able to invest those funds in an appropriate manner and to grow them to meet their goals is often beyond the scope of the volunteers. I am able to step in and provide investment policies and management of those funds to Volunteer Fire Companies, Rescue Squads, and Relief Funds. Add to that I can also provde a robust Length of Service Award Program (LOSAP) to provide an additional retirement style benefit to the volunteers.
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