Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Charitable Giving Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Clearfork Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024-2026
  • Linc Campbell, Forbes Best-in-State Wealth Advisors, 2023-2024
  • Michael Halloran, Forbes Best-in-State Next-Generation Wealth Advisors, 2020

Community participation

For the past few years, Clearfork Wealth Management has made contributions to the following local charities that are meaningful to our clients:

Our Clients

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 design a plan that helps protect your wealth, while planning to maintain your lifestyle with confidence.

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