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.
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.
|Firm Start Year:||2017|
|No. of Employees:||2-4|
|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|
|Investment Types:||Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Annuities, Insurance, Business Development Corporations, REITS & Structured Products, Mutual Funds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Video Conference, Your Home, Our Office, Phone, Email, Your Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability|
|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
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Flat Fee, Based on Assets|
|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
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.
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
Additional Detailed Disclosures
|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|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|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.|