A complete list of active advisors currently associated with O'Grady Financial LLC
Warmer can help you find a great advisor at O'Grady Financial LLC or one who fits your needs even better.
O'Grady Financial LLC serves individual and high-net-worth clients, providing tailored investment management and both project-based and ongoing comprehensive financial planning. The firm operates as a solo, state-registered adviser with roughly $5.1 million in reported assets under management across about 32 client relationships. Portfolios are built from client-specific investment policy statements and guided primarily by fundamental analysis, with account supervision on a discretionary basis and periodic reviews. The firm also uses third-party managers and model portfolios (including a named model provider that uses Modern Portfolio Theory) to implement asset allocation targets and may assist clients in selecting and monitoring outside managers. Notably, O'Grady Financial sponsors a wrap fee program (described in its Form ADV Appendix 1), an arrangement that is uncommon among independent solo advisers of this size. The firm also participates in an institutional custodial program that provides access to trading and platform services, and its principal holds the CFP® designation with no disclosed disciplinary history.
To learn more about the advisors currently working at O'Grady Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 28
|
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