A complete list of active advisors currently associated with O'Reilly Wealth Advisors

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

O’Reilly Wealth Advisors serves individuals (including high‑net‑worth clients), corporations and pension/profit‑sharing plans, and works with 401(k) and other retirement vehicles. The firm provides investment management on both discretionary and non‑discretionary bases, financial planning and consulting, retirement plan advisory, insurance services, and makes referrals to third‑party investment managers and other non‑investment professionals. The adviser uses a risk‑tolerance questionnaire to place clients into roughly five to ten model portfolios and implements portfolios primarily with low‑expense, institutional mutual funds using Modern Portfolio Theory and a low‑turnover, highly diversified approach. Accounts are reviewed at least quarterly and the firm may recommend third‑party programs or wrap arrangements depending on client needs. Noteworthy aspects disclosed in the brochure include that an associated person is licensed as an insurance agent and the firm may receive commissions on insurance sales as well as referral compensation from third‑party managers and solicitors, which the firm identifies as potential conflicts of interest. The firm also collaborates with independent specialists in tax, estate planning and business valuation and maintains an operational policy to limit new client intake (125 clients per adviser or 250 total) to manage service capacity.

To learn more about the advisors currently working at O'Reilly Wealth Advisors, 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.