We are committed to providing you with personalized financial solutions that take into account all aspects of your life and offer support, expertise and guidance to help you reach your goal of financial security. We will spend time reviewing and developing your goals surrounding your health, your loved ones and your leisure, simplifying your finances, retirement planning and other things that impact your life so that we may produce the best possible long term plan with you.

At O’Hara Wealth we provide assistance in the following areas


Rollover IRA
Simple IRA
Brokerage Accounts
Variable Annuity

Financial Planning

Retirement Plans
401 (k) Planning
403 (b) Planning
Estate Plans
Cash Balance Plans
Profit Sharing Plans


Disability Income Insurance
Life Insurance
Long Term Care Insurance