About Us

O’Hara Wealth was founded with the goal of advising and supporting our clients in every aspect of their financial lives. Our personalized service is backed by our extensive knowledge and experience and we have a well earned reputation for excellence in wealth management. As your wealth manager, we strive to create financial stability to provide financial independence.

Our Commitment

We are a team of experienced professionals with a “hands on” approach to financial guidance. We are knowledgeable and -more importantly- we are passionate about financial planning and investment. We believe that making your financial dreams a reality will require focusing on core goals and maintaining discipline. As your financial advisors, a major responsibility of ours is to help you maintain discipline as you pursue these goals.

Our Principle

O’Hara Wealth is based on the principle that a deep understanding of your current financial situation is essential for the construction of a detailed financial plan. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (631) 403-4283.

Joseph M. O’Hara, C.P.A., P.F.S., M.S.T., E.A.

Joseph is the founder and president of O’Hara Wealth. He is a New York State Certified Public Accountant, an IRS Enrolled Agent, a Licensed Public Notary and an AICPA Personal Financial Specialist. He is also a member of the American Institute of Certified Public Accountants, the National Association of Tax Professionals, as well as a Fellow at the National Tax Practice Institute.

Joseph founded his accountancy O’Hara & Company in 1999 and has served as president since. Including time spent before starting O’Hara & Company, Joseph has more than 30 years of experience in accounting and finance.

Joseph earned his Bachelor of Business Administration in Accounting from Hofstra University in 1983 and his Master of Science in Taxation from Northeastern University in 2015. He serves as a guest speaker at the Comsewogue High School Career Fair.

Joseph has been married to Donna J. O’Hara for 35 years and they have four children and two grandchildren. He enjoys boating, skiing, traveling and spending time with his family. He is also a co-founder and serves as treasurer of the non-profit organization Dying to Live, which helps those battling addiction.

As the president of O’Hara Wealth, Joseph is the person you will primarily be working with. He encourages you to come for a visit at his office to get to know him. You can access his contact information on the contact page.