We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
Our Team
Paul OHara is a Certified Financial Planner (CFP) professional with vast knowledge and experience in the investment management and financial planning. He earned his undergraduate degree in History from Rutgers University. Paul began his career as a bond trader with Patriot Securities in New York. He has worked as a Vice President of Trading and Market Maker for Fleet Bank and Hudson Securities before moving from New Jersey to Colorado with his family in 2006. Paul has been directly serving individual and institutional clients on a one on one basis since 2008 thru his relationship with LPL Financial Corporation.
Jeff began his financial services career in 1995 with New York Life. In addition to being a full-service Wealth Advisor, he is very well versed in advanced insurance strategies. His licenses include; Series, 6, 7, 63, 66, life / health / long term insurance and is registered in most of the United States. Jeff grew up in Colorado Springs and has all of his family within a few miles. He has participated in many community organizations, most prominently as a City Planning Commissioner for Colorado Springs (2012-2018). For 15 years, before moving back to Colorado Springs in 2007, he lived in Las Vegas and was very active in that community (Anti-Defamation League Executive Board, Las Vegas Chamber of Commerce, Jewish Federation Foundation Committee, Las Vega Development Authority, Congregation Ner Tamid Executive Board / Men's Club President). In his spare time, he enjoys spending time with his nearby niece and nephew. Hiking with his 2 Rhodesian Ridgebacks is a favorite activity.
Bachelor of Science, Finance - San Diego State University
2754305
6413
536813
LPL Financial
LPL Financial
AL, AZ, CA, CO, FL GA, MI, NV, NC, OR, TX, UT
Asbury Wealth Partners serves clients nationwide.
25
12
I am an independent wealth advisor and Cerified Financial Planner (CFP) with over 25 years of Wall Street experience. I begin my career working in New York as a bond and stock trader. I am currently President of Asbury Wealth Partners, a full service financial planning and investment advisory firm. I offer a unique Wall Street perspective towards personal finance.
Non-Profit Organizations, Individual Investors, Businesses
None
No
Yes
Yes
Yes
Have a clean record
Have a clean record
Series 63, Series 7, Series 24, Series 55
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Mutual Funds, Options & Futures, Business Development Corporations, REITS & Structured Products, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Phone, Your Office, Email, Our Office, Your Home, Video Conference
Fee-Based
$500,000
Based on Assets, Flat Fee
1%-2%
$500
Fee structure dependent on total client assets under our care.
NEGOTIABLE
$500
195
100
195
90,000,000
140
100
100
$40,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, FL, IN, MA, MI, MT, NC, NJ, NM, NV, NY, OH, SC, TX, UT, VA, WI. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Check the background of investment professionals associated with this site on FINRA's BrokerCheck. ©Copyright 2025, Asbury Wealth Partners
