O'HARA WEALTH MANAGEMENT INC

Overview

O'Hara Wealth Management Inc. is an independent registered investment adviser that serves individual and family clients, with a services mix built around financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm operates as a capital allocator, favoring equity exposure and exchange‑traded instruments as primary building blocks of client portfolios. Fee arrangements include percentage-of-AUM billing plus fixed-fee and other structures, enabling flexibility for both advisory and planning engagements. Investment activity centers on liquid, listed instruments with an emphasis on exchange‑traded equities. The firm also incorporates mutual funds and annuities into client solutions and can engage outside managers when particular expertise or access is required. O'Hara Wealth Management Inc. does not present itself as an active ESG investor and its advisory footprint is concentrated rather than multi‑state or institutional.

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Public Holdings

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Location & Offices