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®
Paul O'Hara is a wealth management professional and financial planner with over 25 years of Wall Street experience. Paul holds the prestigious Certified Financial Planner (CFP®) designation. He is a fiduciary and holds Series 7, 24, 55, and 63 securities and insurance licenses. His expertise includes financial market and investment analysis, design of risk-managed portfolios. Paul and his wife Allison have enjoyed raising two wonderful children in Colorado since 2006. In his free time, he coaches high school basketball and enjoys skiing and hiking.
George Krasnopolskiy
Georgiy (George) Krasnopolskiy is a Russian Jewish Immigrant who came to the United States as a child. He was always mathematically inclined and grew up competing in chess. George's math and interpersonal skills led him to the financial industry. His ability to plan strategically, to explain mathematical concepts and his drive to help others are what he brings to the table for clients.
General Information |
| Firm Start Year: | 2017 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
Firm Information |
| Firm's Number of Clients: | 100 |
| Firm's Number of Planning Clients: | 100 |
| Firm's Number of Managed Clients: | 140 |
| Assets Managed by Firm: | $40,000,000 |
Disclosures |
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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 |
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 |
| 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 |
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