A complete list of active advisors currently associated with Boelte O'Hara Wealth Management

Warmer can help you find a great advisor at Boelte O'Hara Wealth Management or one who fits your needs even better.

Boelte O'Hara Wealth Management serves individuals, families and high-net-worth clients, providing discretionary and non-discretionary asset management alongside financial planning, estate planning and qualified plan (pension) consulting. The firm offers hourly and ongoing planning engagements and coordinates implementation with outside professionals; it does not act as custodian of client assets. The firm’s investment guidance uses both fundamental and technical analysis and documents client goals with Investment Policy Statements or risk-tolerance assessments to shape asset allocation and trading. Accounts are reviewed at least quarterly and more frequently when market or client circumstances change; portfolio management is provided on a percentage-of-AUM basis, a common arrangement for independent advisers. Distinctive features include an affiliation with a broker-dealer (Purshe Kaplan Sterling Investments), which the firm discloses as a potential conflict and mitigates through fiduciary practices and client choice. Boelte O'Hara also offers qualified plan consulting to individual clients and engages third‑party scrivener services or estate planning attorneys for document preparation—services that are less common among peers of similar size.

To learn more about the advisors currently working at Boelte O'Hara Wealth Management, 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
Kristine Boelte	Clarksville, VA	24

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