Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Frank O
Series 63, Series 65, Series 66
Herndon, VA
Lifeworks Advisors, LLC
Frank Ohara is an Investment Advisor Representative with Lifeworks Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments, Inc. and Verisign among other firms. Mr. Ohara is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors serves a broad client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management and financial planning. The firm employs a planning-based or risk-based investment approach with model strategies combining low-cost funds, individual securities, and third-party managers, supported by integrated tax, accounting, and insurance services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters