A complete list of active advisors currently associated with Clear Springs Wealth
Warmer can help you find a great advisor at Clear Springs Wealth or one who fits your needs even better.
Clear Springs Wealth is a fee-only independent advisory firm that works with individual clients across the emerging affluent, mass affluent, and high-net-worth spectrum, providing discretionary investment management and ongoing financial planning services. The firm’s planning services cover areas such as cash flow, retirement, estate considerations, insurance, tax-aware investment analysis, and career planning. The firm’s investment approach is built on Modern Portfolio Theory and a primarily passive, asset-allocation strategy that uses index mutual funds and ETFs, with portfolios managed to clients’ stated goals and risk tolerances. Financial planning is delivered as an ongoing, collaborative engagement rather than a one-time report, with the advisor monitoring and recommending updates as clients’ circumstances evolve. Noteworthy features include a program of educational seminars and speaking engagements offered as general, non-sales presentations, and the use of Encore Estate Planning software to prepare basic wills, trusts, and powers of attorney at discounted rates compared with outside attorneys. The firm’s principal brings professional coaching credentials and specialty training in retirement and sports/entertainment wealth management, which is reflected in an emphasis on career-planning and coaching within its financial-planning services.
To learn more about the advisors currently working at Clear Springs Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bucyrus, KS
| 3
|
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