We do this differently.

Two people who couldn't find what they were looking for—so they built it themselves. Finchly exists because creators deserve a financial firm that actually understands their world. We're different by design.

our story

We've been on both sides of the financial equation.

Brad and Lucinda met in high school and have been building their life together ever since. Neither of them came from money. They know what it feels like to watch every dollar, to bring a calculator to the grocery store, and to fight for every financial milestone along the way.

Every major turning point in their careers came with a financial hit—leaving corporate firms, going independent, launching Finchly. They took every one of those hits on purpose, because they believed there was a better way to do this work. Those experiences didn't just shape who they are, they shaped how they show up for every client.

The traditional financial advisory world was built around a certain kind of client and a certain way of doing things. It wasn't designed for people who earn differently, think differently, or want a real relationship with the person managing their money. So Brad and Lucinda built that firm themselves.

Contact Us

A smiling Brad in a plaid shirt and green cap sits at a table with a laptop, while Lucinda in a brown sweatshirt and blue jeans stands next to him, smiling and looking down at the laptop.

Meet Brad + Lucinda

Brad Clark, CFP®

Lead Financial Advisor

Smiling man with short brown hair and beard wearing a navy blue patterned short-sleeve shirt and jeans, seated against a neutral gray background.

Brad has been in the financial industry since 2013—but not in the way most advisors start. His first role was in compliance, supervising financial advisors and learning the industry from the regulatory side first. That foundation matters. He knows how the industry works, where the conflicts of interest live, and what it looks like when an advisor actually puts a client first versus when they don't.

From there he moved into large corporate advisory firms—the kind built around sales quotas, KPIs, and hitting numbers. He didn't think that was the right way to manage something as important as someone's finances. So he left. He became an independent advisor in 2020, so he could work with clients the way he always believed it should be done, with their best interests driving every decision. He then earned his CFP® designation in 2022.

When he's not working, Brad is usually wrenching on his Mazda Miata, competing in autocross events, or planning the next truck camper trip to somewhere with mountains and a river to relax by.

Check out Brad on FINRA's BrokerCheck

Lucinda Clark

Head of Client Strategy

Smiling woman with curly blonde hair wearing a sleeveless white blouse and light blue jeans against a gray background.

Lucinda's background isn't in finance—and that's exactly what makes her so good at what she does. She spent years in healthcare recruiting managing operations, HR, risk management, and client relationships. She knows how to run a process, take care of people, and make something complicated feel manageable.

When she was unexpectedly laid off in 2023, it became the push she needed to join Brad full time and build something of their own. She hasn't looked back.

Lucinda runs the client experience at Finchly—onboarding, communications, and making sure every client feels like a person, not a file. She genuinely believes that financial stability creates healthier lives, better relationships, and stronger families. That belief drives everything she does here.

Outside of work, she's into brunches with friends, crafting, community work, and getting completely lost in epic fantasy books.

Lucinda is a Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

WHY CONTENT CREATORS

We didn't just pick a niche. We chose the people we actually wanted to work with.

A lot of financial firms choose their niche based on portfolio size. We chose ours based on the kind of people we wanted in our corner every day. Content creators are creative, driven, and building something genuinely exciting—with financial lives that are just as complex. Irregular income, multiple revenue streams, business and personal finances woven together. Traditional advisors weren't built for that. We were—and we wouldn't have it any other way.

Explore Creator Services

Woman in kitchen recording cooking or food preparation using a smartphone on a tripod next to bowls and pears on the counter.

Your audience is your community

Man pouring green batter from a ladle into a frying pan in a kitchen with a plate of green pancakes and cherry tomatoes on the counter.

Your kitchen is your office

Person with a buzz cut wearing a yellow sweater working on a laptop and using a graphic tablet in a creative workspace.

Your craft is your career

Young man wearing headphones and glasses, singing into a studio microphone while holding a smartphone.

Your voice is your business

Young woman in a red shirt sitting cross-legged on a yoga mat filming a wellness video indoors.

Your practice is your platform

Wherever you create, we've got you.

How we operate

Fiduciary. Independent. Straightforward.

Young woman smiling and cooking while recording a video on a smartphone mounted on a tripod.

Most advisors tell you what to do. We show you why—because when you understand the reasoning, you stick with the plan.

the podcast

Money Made Easy for Content Creators

Brad and Lucinda break down the money topics that actually matter to creators. No jargon. Just real talk.

Listen Now

The First Look Call is at no charge. No commitment. Just a conversation about what's possible.

Book a Call

Check the background of your financial professional on FINRA's BrokerCheck.

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at www.ceteraadvisornetworks.com.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Opinions expressed by the owner of this content does not reflect an endorsement by the named broker dealer or its affiliates.

‍Important Disclosures and Form CRS | Business Continuity