(Our individual bios are to the right)
Your complete financial life relies on planning, not chance. We collaborate with you to create programs and strategies to manage long-term financial goals.
Are you concerned that you will outlive your income and assets?
Have you addressed the many risks confronting your financial hopes, dreams & goals?
Do you need help with advanced estate or business planning?
Are you uncertain about investments, taxes, retirement or insurance?
Our credentialed professionals would be happy to help.
|Firm Start Year:||2017|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||AL, AZ, CA, CO, FL GA, MI, NV, NC, OR, TX, UT|
|Number of Years with Current Firm:||12|
|Work Experience:||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.|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Insurance, Business Development Corporations, REITS & Structured Products, Mutual Funds, Annuities, Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, Via Phone, At my office, At your home, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life|
|Firm's Number of Clients:||140|
|Firm's Number of Planning Clients:||100|
|Firm's Number of Managed Clients:||100|
|Assets Managed by Firm:||$40,000,000|
|Advisor's Number of Clients:||140|
|Advisor's Number of Managed Clients:||100|
|Advisor's Number of Planning Clients:||100|
|Assets Managed by Advisor:||$40,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Based on Assets, Flat Fee|
|Fee % Based on Assets:||1%-2%|
|Flat Fee Rate:||$500|
|Additional Details on Charges:||Fee structure dependent on total client assets under our care.|
|Minimum Fee Charged for Managed Accounts:||NEGOTIABLE|
|Minimum Fee Charged for Flat Fee Accounts:||$500|
|Bachelor of Arts - Comparative History||
Rutgers College - New Brunswick, New Jersey
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
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: AZ, CA, CO, GA, MA, NC, ND, NV, TX, WA. 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 2017, Asbury Wealth Partners
At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities.
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.
Paul O'Hara CFP President & Wealth Advisor
Jeffrey Markewich Wealth Advisor
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Asbury Wealth Partners serves clients nationwide.|