Clearfork Wealth Management

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Advisor photo for Michael Halloran

Michael Halloran

APMA

Financial Advisor

Managing Partner of Clearfork Wealth Management
Visit Michael Halloran's website
Advisor photo for Jason Todd Fisk

Jason Todd Fisk

CRPC

Private Wealth Advisor

Chief Executive Officer of Clearfork Wealth Management
Visit Jason Todd Fisk's website
Advisor photo for Linc Campbell

Linc Campbell

CFP®, APMA, BFA, CEPA®

Private Wealth Advisor

Managing Partner of Clearfork Wealth Management
Visit Linc Campbell's website
Advisor photo for Trey Elsesser

Trey Elsesser

APMA

Financial Advisor

Visit Trey Elsesser's website
Advisor photo for Shawn D Smith

Shawn D Smith

MBA, CFP®, BFA, ChFC®, APMA, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Shawn D Smith's website
Advisor photo for Edward Estes

Edward Estes

Financial Advisor

Visit Edward Estes's website
Advisor photo for Roseann R Harris

Roseann R Harris

MBA, BFA

Financial Advisor

Visit Roseann R Harris's website


Team

Diane S. Hughes

Diane S. Hughes

Practice Manager

Elizabeth Yardley

Elizabeth Yardley

Client Service Manager

Stacy Crawford

Stacy Crawford

Client Service Specialist

Helen Scribner

Helen Scribner

Administrative Assistant

Erin Kolp

Erin Kolp

Client Relationship Manager,

Marketing Specialist