Village of Golf, FL Office

O'Rourke & Company provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, and small businesses. The firm offers ongoing portfolio management, comprehensive financial planning, and retirement‑plan advisory support such as vendor analysis, IPS assistance, benchmarking, and discretionary investment‑menu management under ERISA.

The firm employs a top‑down asset‑allocation approach combined with fundamental analysis to build diversified portfolios across mutual funds, ETFs, listed securities, REITs, alternatives and fixed income, typically implementing strategies through pooled vehicles and, for larger accounts, individual securities. Accounts are monitored continuously with quarterly reviews and reporting, most management is discretionary, and the firm generally executes trades through selected custodians while disclosing it does not aggregate client orders into block trades.

Noteworthy features relative to peers include the firm’s scale per advisor: as of September 30, 2025 it reported approximately $555.1 million in assets under management and 580 clients while listing two advisors, implying roughly 290 clients and about $277–$278 million of AUM per advisor—levels that are uncommon among similar team firms. The brochure also discloses that some advisory personnel are registered representatives of a broker‑dealer (PCS) and licensed insurance agents, creating additional commission and trailer‑fee compensation streams that the firm identifies as potential conflicts of interest.