Financial Planning and Investment Advisory | Werner O'Meara

Financial Planning and Investment Advisory

Financial Planning

Our expert Personal Financial Specialist (PFS) offers financial planning for individuals who are contemplating the financial impact of each phase of their lives. Do I have enough money saved? How much more do I need? Could this plan work? Our financial planner can help you with the issues that keep you up at night.  

Financial planning is offered on an hourly basis with varying engagements available. Contact us to find the plan that will best suit your needs.

Investment Advisory

We also offer investment advisory services on a fee-only basis, rather than a commission, meaning you get the investment advice that’s right for you, not us. We believe our clients deserve low cost, diversified, and level-headed investment portfolios.

To read more about our investment advisory services, click here for the company ADV Brochure.

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