CFP®; Series 2, 6, 7, 22 & 63 Securities Registrations,* Series 65 Advisory Registration†, Insurance License
Steve brings a wide-ranging perspective of financial services to his 32 years of providing thoughtful financial counsel to his clients, comprised of high net-worth individuals and families, closely-held business owners, professionals and retirees. After 25 years as a planner, he founded CLA Financial Advisors in 2011. CLA Financial Advisors merged with Wealth Enhancement Group in 2017. A widely recognized thought leader, he has been featured in The Wall Street Journal, Money Magazine, MarketWatch, Smartmoney, Chicago Tribune, Chicago Magazine, and Crain’s Chicago Business. A veteran of the U.S. Marine Corps, Steve holds a bachelor’s degree from the University of Michigan and an MBA from National University in San Diego, CA. Steve and his wife, Lori, have been happily married since 1982. They enjoy spending their time in both Chicago and Los Angeles--they have a daughter and clients in each city.
The O'Hara Financial Advisory team is located in our Northbrook, IL office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
†Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.