Guiding Your Wealth with Purpose, Clarity, and Integrity
A fiduciary approach to investment management — combining institutional discipline with personal commitment.
Trusted Wealth Management, Rooted in Experience
For over 25 years, Stark Financial Advisers has provided comprehensive wealth management to individuals, families, and businesses across the United States.
As an independent Registered Investment Adviser, we are guided by one unwavering principle — your interests come first.
Our approach blends disciplined portfolio construction, fiduciary care, and clear communication — the foundation of lasting financial partnerships.
Comprehensive Financial Guidance — Built for Every Stage of Life
- Portfolio Management
Customized strategies aligned with your goals, risk tolerance, and time horizon. - Retirement Planning
Income and tax-efficient withdrawal strategies for life’s next chapter. - Advisory & Fiduciary Services
Independent advice, transparent fees, and full accountability to our clients. - Trust, Estate & Charitable Planning
Helping you build and sustain a legacy that reflects your values.
Experience. Independence. Commitment.
Our advisers bring decades of financial experience, supported by leading-edge technology and a deep understanding of each client’s goals.
We operate with complete independence — free from sales incentives or proprietary products — ensuring our advice remains objective, transparent, and always focused on you.
Highlights:
- Dual-custody platform with Schwab and Pershing LLC
Infrastructure you can trust.
- Advanced portfolio analytics powered by Capitect
Transparency and insight in every position.
- Direct access to experienced advisers who know you by name
Personal Relationships. Professional results.
Rooted in Community. Connected Across America.
Our home office in Okeechobee, Florida anchors a team that extends throughout Lake Worth Beach, FL, Charlotte, NC, and Stanfield, NC.
Each Stark Financial Advisers professional is deeply involved in the community they call home — supporting the businesses, organizations, and families that make their towns thrive.
From local arts programs and youth basketball to historic aviation, Main Street America initiatives, conservation efforts, and small-business growth, we believe that strong communities build lasting prosperity.
Start a Conversation That Matters
Whether you’re planning for retirement, growing your wealth, or building a lasting legacy,
the right financial partner can make all the difference.
Let’s talk about your goals — and how we can help achieve them.
WHAT TO EXPECT: Your first meeting is all about you — your goals, values, and priorities. We’ll start with a relaxed conversation to understand your financial picture and what matters most to you and your family. From there, we’ll review your current investments, discuss your objectives, and outline potential strategies tailored to your needs. No sales pitch, no pressure — just clear, objective guidance.
Daily Market Intelligence for Serious Investors
Markets move fast. Policy shifts, earnings surprises, geopolitical events, and technological disruption can reshape portfolios overnight. Our Daily Commentary provides disciplined investors with clear, professional insight—free from noise, hype, or algorithm-driven speculation.
Each weekday, you receive:
- A concise macro overview
- A deeper investor-focused commentary
- One actionable investment idea
- Risk-aware perspective grounded in long-term fundamentals
Written by Gary L. Stark, Founder and President of Stark Financial Advisers, this commentary reflects real-world portfolio experience—not theoretical market talk.
- Start your complimentary 90-day free trial
- Then just $299 annually
- No obligation. Cancel anytime.
Our Investment Philosophy
Stark Financial Advisers
At Stark Financial Advisers, our philosophy is simple: make thoughtful decisions, stay disciplined, and always put the client first. After more than 50 years in the markets, I’ve learned that real financial success comes from clear goals, careful risk management, and steady guidance, not predictions or fads.
We start by understanding where you are today and what you want your money to do — income, growth, security, legacy, or some combination of all four. We look at your resources, your responsibilities, and your comfort with risk, then build a plan around those realities. Only after the plan is clear do we talk about specific investments and expected returns.
We rely on evidence, structure, and long-term discipline. Our strategies are transparent and grounded in research, planning tools, and straightforward portfolio construction. When more specialized approaches, like options for income or risk contro, can genuinely help, we use them carefully and intentionally.
Communication is part of the service. You deserve clarity, honest answers, and a partner who’s easy to reach. As fiduciaries, we sit on your side of the table. No sales pitches. No hidden agendas. Just advice designed for your best interests.
Markets will always change. Life will always change. Our role is to provide steady guidance through all of it, blending modern tools with seasoned judgment to help protect and grow what you’ve built.
In the end, our philosophy is about partnership: a commitment to disciplined investing, thoughtful planning, and a relationship built on trust.
Gary L. Stark
President and CEO
Stark Financial Advisers, Inc.
Registered Investment Adviser
Headquarters: Okeechobee, Florida
Regional Offices: Lake Worth Beach, FL | Charlotte, NC | Stanfield, NC
Custodians: Pershing LLC and Charles Schwab
Forms ADV Part 2A and CRS are available for download or by request.
Stark Financial Advisers, Inc. is a Registered Investment Adviser regulated by the State of Florida Office of Financial Regulation. Registration as an investment adviser does not imply a certain level of skill or training.