A complete list of active advisors currently associated with O'Rourke Financial

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

O’Rourke Financial provides financial planning and discretionary portfolio management to individuals, families, and businesses, covering areas such as business planning, retirement planning, college savings, tax planning, insurance reviews, and investment analysis. The firm reports approximately $14.7 million in discretionary assets under management for a small client base (16 clients) and uses Charles Schwab as the custodian for managed accounts. The firm’s investment approach is primarily passive and asset‑class driven, building portfolios with index mutual funds and exchange‑traded funds to target diversification, low expenses, and relative tax efficiency. Financial planning is offered on fixed‑fee or hourly terms, and portfolio management is implemented on a discretionary basis with periodic reviews and memos generated through the Schwab platform. What differentiates this firm from many peers is the principal’s dual role as a licensed CPA who is the sole owner of an affiliated accounting practice (approximately 70% of the principal’s time is spent on that CPA business), and as a licensed insurance agent (under 5% of time). The brochure discloses that clients may be referred between the advisory and affiliated CPA/insurance activities and that such referrals and any related compensation are disclosed to clients, who retain the right to engage other professionals.

To learn more about the advisors currently working at O'Rourke Financial, 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.