OnCenter was founded on the belief that financial advisor services should consist of equal parts integrity, insight, and impact. We are committed to providing premier-quality investment management focused exclusively on our clients’ best interest.

Values and Mission

Our Mission

Simply stated, our mission is to deliver exceptional comprehensive investment management and financial advisory services while adhering to the highest ethical standards. As the foundation of this mission, OnCenter is organized as an independent fee-only advisor, and therefore never receives commissions or hidden fees on any products we select for our clients, nor do we have any other stakeholders to satisfy. This eliminates any potential conflict of interest and liberates us to offer truly independent and objective financial guidance of the highest caliber.

Our Philosophy

At OnCenter, our philosophy is to always put our clients at the center of our decision-making. We align our incentives fully with those of our clients by providing a fee-only advisory model. This same philosophy drives us to design fully customized financial plans that suit each client’s specific short-term and long-term goals. We bring this level of unrelenting client focus to each and every project and decision so that each client will receive outstanding customer service and realize exceptional results.

Our Values

We will endeavor to understand completely our clients’ financial goals. We will utilize our best efforts to grow their financial portfolios in the manner that allows them to live the life they desire and to distribute their acquired wealth to family and philanthropies that reflect the cornerstone of their personal vision. We will always act with impeccable ethics and in a manner directed to produce optimal financial gains consistent with each client’s risk tolerance and areas of personal interest.


Carol A. Clark, CFA

Managing Partner

With 28 years of financial markets experience, Carol founded OnCenter to provide clients with the truly independent, ethical, transparent financial guidance that is needed in today’s market. She has worked across a variety of traditional and alternative investment classes ranging from private equity and venture capital to public equities and fixed income. Throughout her career, she has concentrated on identifying investment opportunities that offer the most advantageous fee structures while providing the greatest opportunity for long-term growth.

Her extensive financial background was obtained through decades of capital markets experience. She was involved with the private equity markets for over 11 years as a senior officer at BioEnterprise where she served as Managing Director of the Medical Growth Fund, a targeted private equity fund for high net worth investors. Prior to BioEnterprise, Carol was Managing Director and Portfolio Manager of the Financial Institutions division at Bank of Boston, where she managed a $2 billion portfolio.

Carol is also an active member of her community, having served on the Industry Advisory Board for the Cornell Center for Technology Enterprise and Commercialization and on the Board of Directors of Montefiore, a non-profit healthcare services and living facilities center for seniors. She has served as guest lecturer on Finance at the Weatherhead School of Management at Case Western Reserve University, teaches Personal Finance courses at Chautauqua Institution, and created a financial literacy program for disadvantaged Cleveland youth. She received her B.A. from Wesleyan University, her M.B.A. in finance from Cornell University, and is a CFA charterholder.

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We welcome the opportunity to learn about your values and goals.