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Asbury Wealth Partners

Tel: 719-531-6276
6385 Corporate Drive
Suite 205
Colorado Springs, CO 80919
Asbury Wealth Partners | Financial Advisor in Colorado Springs ,CO

Invest with Confidence


About Paul O'Hara & Jeffrey S. Markewich

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.


About Asbury Wealth Partners

(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.

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General Information

Firm Start Year:   2017
No.of Employees:   2-4
Insurance License#:   536813
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.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses

Services

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)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

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

Compensation and Fees

Fee Structure:   Fee-Based
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

Education

Bachelor of Arts - Comparative History  Rutgers College - New Brunswick, New Jersey
1993- 1995

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Faqs

Do you have a customer satisfaction or refund policy?

We strive to maintain "best in class" relationships and offer concierge like service to all clients.

Why should I choose you as my financial advisor?

Paul O'Hara holds a CFP designation and is a member of CFP Board of Standards.

What are your qualifications? What is your education background?

I believe individuals are best served by having a written financial plan to direct their path.

How do you charge for your services?

I charge a fee based on assets under my management.

How are you compensated? How will I pay for your services?

We are fee based financial advisors.

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Disclaimer

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

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Asbury Wealth Partners serves clients nationwide.

Social Networks

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