wiseradvisor

Asbury Wealth Partners
Paul O'Hara & Jeffrey S. Markewich

Tel: (719) 531-6276
6385 Corporate Drive
Suite 205
Colorado Springs, CO 80919

Invest with Confidence

Paul O'Hara & Jeffrey S. Markewich | Financial Advisor in Colorado Springs ,CO

About Paul O'Hara & Jeffrey S. Markewich

(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.


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.
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types:   Business Development Corporations, REITS & Structured Products, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At my office, Via phone, Video Conference, At your office, Via email


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


Compliance

Registered Representative:   Yes
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

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



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.
  • What are your qualifications? What is your education background? Paul O'Hara holds a CFP designation and is a member of CFP Board of Standards.
  • What is your approach to financial planning? I believe individuals are best served by having a written financial plan to direct their path.
  • What services do you offer? We offer managed equity & bond portfolio strategies, individualized income strategies that employ Bond, MLP, REIT, annuities and life insurance investments designed to help our clients meet their objectives. We offer insurance services including long-term care insurance.
  • How many clients do you currently manage? We currently have 120 client relationships.
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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 Boards initial and ongoing certification requirements. Check the background of investment professionals associated with this site on FINRAs BrokerCheck. ©Copyright 2017, Asbury Wealth Partners

Asbury Wealth Partners

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.

My Team

Paul O'Hara CFP
Paul O'Hara CFP President & Wealth Advisor
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 ind ...more

Jeffrey Markewich
Jeffrey Markewich Wealth Advisor
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 Color ...more

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.

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