Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Charitable Giving
  • 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
  • Michael Halloran, Forbes Best-in-State Next-Generation Wealth Advisors, 2020
  • Shawn D Smith, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Shawn D Smith, Financial Times 400 Top Financial Advisers, 2017
  • Shawn D Smith, Forbes Top 250 Wealth Advisors, 2021
  • Shawn D Smith, Barron’s Top 1,200 Financial Advisors, 2014-2019
  • Shawn D Smith, Ameriprise Circle of Success Hall of Fame, 2010
  • Shawn D Smith, Ameriprise Circle of Success Chairman’s Advisory Council, 2000-2019
  • Shawn D Smith, Five Star Wealth Manager, 2012-2020

Community participation

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