CLA USA Advisory Group, LLC is an independent, registered investment advisory firm. Our family of experienced, financial services professionals delivers a "needs-first" service approach to every client, every day. We provide asset management, financial planning, investment advisory services and estate planning guidance to individuals and families.

As a Registered Investment Advisory (RIA) firm, we have the flexibility and freedom to access a broad range of investments, services and research from multiple sources and providers. Working solely for our clients and their best interests, we can provide lower costs, financial stability, and personalized service.

CLA USA Advisory Group specializes in working with individuals and families as they plan such life events as transitioning into retirement, maintaining income for life and wealth transition. Our clients appreciate the fact that we get to know them personally and provide customized investment solutions to meet their individual needs.

CLA USA Advisory Group supports advisors with access to superior tools, services and research that enable their clients to achieve greater peace of mind about the freedom of their financial future. Discover the power of independence today. Learn more about our company by reviewing our web site and contacting us below. We are here for you.



CLA USA Advisory Group IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.