Michael Halloran in Fort Worth, TX

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Charitable Giving Strategies
Executive Compensation and Benefit Strategies
Retirement Planning Strategies

B.A., Baylor University 2005

Clearfork Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
Forbes Top Next-Generation Wealth Advisors, 2020

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy. We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on. We primarily work with financially successful individuals and families with $1M+ in investable assets. We look forward to working with you to help design a plan that looks to help protect your wealth,while planning to maintain your lifestyle with confidence