CLA Financial Advisors, LLC Information

CLA Financial Advisors was established in March 2011 to provide exceptional client service in comprehensive financial planning. In March 2017, CLA Financial Advisors completed a merger to become a part of Wealth Enhancement Group. Our clients want their financial plans to mesh with their values and priorities. Balancing current lifestyle issues vs. saving for the future is a dynamic challenge, and it changes as a family grows, and as work-life complexity increases. Saving for college, or retirement; developing an investment strategy you can stick with; and protecting yourself and your family against the dangers that can derail your financial security are what we do. CLA Financial Advisors was founded by Steve O'Hara to provide exceptional client service in comprehensive financial planning. "Our clients are busy with work and family; and finding the time, focus and follow-through to do this crucial area of their lives just doesn't happen." Steve brings a wide-ranging perspective of financial services on his 27 years of providing thoughtful financial counsel to his clients, comprised of high net-worth individuals and families, closely-held business owners, professionals, and retirees.