A complete list of active advisors currently associated with O'Connor Financial Group LLC

Warmer can help you find a great advisor at O'Connor Financial Group LLC or one who fits your needs even better.

O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual and high‑net‑worth clients as well as business entities, overseeing roughly $275 million across its client relationships. The firm commonly couples portfolio management with ongoing planning and periodic reviews to align investments with clients’ objectives and risk tolerances. The firm’s investment process emphasizes asset allocation and fundamental analysis and typically implements diversified, risk‑based portfolios using no‑load mutual funds and ETFs, while accepting discretionary trading authority subject to client‑imposed restrictions. It also may retain third‑party advisers for portions of client portfolios and integrates tax and insurance considerations into its planning and review process. Noteworthy aspects disclosed in the brochure include the firm’s provision of tax preparation services and that one or more principals hold insurance licenses and may receive commissions from insurance products, a potential conflict the firm discloses and manages. The firm also notes participation in educational programs through custodial relationships (including invitations to educational conferences), indicating a greater emphasis on client education and advisor training than is typical among peers.

To learn more about the advisors currently working at O'Connor Financial Group LLC, 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.

You can also browse O'Connor Financial Group LLC's office locations.

Name	Location	Years of experience
Jackson O'connor	Quincy, IL	9
Timothy O'connor	Quincy, IL	34
Jordan Richert	Champaign, IL	0
Daniel Westergaard	Quincy, IL	10

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