Our Story
CLARA Spring Private Wealth

CLARA Spring Private Wealth was founded on a simple belief: clients deserve fiduciary advisors who approach their financial lives with the same care, diligence, and integrity they would apply to their own. Our team is committed to delivering personalized financial planning, disciplined investment management, and long‑term wealth guidance for individuals and families.

After decades in the financial services industry, Mike and Brandon recognized the need for a more transparent, education‑driven approach to wealth management. When the opportunity arose to join LPL Financial and partner with Ellen and Jeff at CLARA Private Wealth, the alignment was immediate. Both teams shared the same client‑first philosophy, the same commitment to independent advice, and the same vision for building a legacy firm focused on multigenerational financial planning.

Together, CLARA Spring Private Wealth brings more than 50 years of combined experience across comprehensive financial planning, retirement planning, investment management, tax‑efficient strategies, and multigenerational wealth transfer. Clients benefit from a collaborative, team‑based advisory model designed to provide continuity, clarity, and a deep understanding of each client’s goals and long‑term financial strategy.

Our mission is straightforward: to deliver thoughtful planning, disciplined investing, and genuine care — empowering clients to move forward with confidence and build lasting financial security.