About Toft

Financial craftsmanship.

Toft is built around a simple conviction: financial advice should be careful enough for the complexity of the work and clear enough to be useful in everyday life.

Why Toft

A place for the whole financial life.

That old meaning is more than a name. It reflects a belief that financial planning should give the important parts of life a place: gathered, tended, and put in order. The work is stewardship in service of the people, responsibilities, and possibilities that make wealth meaningful.

The goal is a relationship that feels sincere and unhurried, with enough structure to move decisions forward and enough perspective to recognize that money is only one part of a well-kept life.

Values

What the work is built on.

Simplicity

Organize complexity, explain it plainly, and focus attention on the choices that matter most.

Sincerity

Listen carefully, communicate candidly, and treat trust as the foundation of the relationship.

Practicality

Translate analysis into useful recommendations, clear next steps, and consistent follow-through.

Clark Purdy, CFP®, founder of Toft Wealth
Clark Purdy, CFP®

Meet Clark

Advice built with care.

Clark founded Toft to offer advice that is technically careful and personal at the same time. His background spans client service, investment work, and comprehensive financial planning, a close view of the details that make an advisory relationship work.

As a CFP® professional, he approaches planning as an ongoing craft: understanding the household, organizing the moving pieces, making sound judgments, and returning to the plan as life changes. Outside of work, Clark enjoys working out, golfing, spending time with friends and family, and being an active part of his church community.

CFP® professional · Fee-only · Bloomington–Normal · Local and virtual

See how the pieces come together.

The Financial Plat gives each part of the financial life a place, then keeps the whole structure connected.