About - O'Reilly Wealth Advisors

About O’Reilly Wealth Advisors

O’Reilly Wealth Advisors is an independent Registered Investment Advisor that utilizes the latest business, service and implementation strategies to help individuals realize their financial goals for the reasons that are important to them. We create a fun and inspiring experience for our clients using an approach called Values-Based Financial Planning.

As an independent registered investment advisor, we have created a top-notch service delivery team with hundreds of years of experience who are technically competent, compassionate and service-oriented professionals. Our team covers all the disciplines needed such as and not limited to estate/corporate attorneys, certified financial planners, insurance experts (life, long-term care, and other specialties), tax strategy/CPAs, asset managers, schedulers and project managers.

What makes OWA different?

We were designed from the ground up to give our clients the highest probability of success for the reasons that are important to them. From our motivating Values-Based Financial Planning approach to our selection of our service delivery team members – each decision must pass this the test: “does this increase our clients' probability of success?”

Terms You’ll See on this Web Site

Values-Based Financial Planning: Creating motivation and inspiration that a Financial Coach should provide. Just like top performing athletes and executives need coaching to succeed, so do individuals and families who want to succeed financially.
Process-driven for client’s success: We’re in the business for the client’s success which is why we require proven processes to be followed. Each client will have a comprehensive financial plan along with a 92 item master financial checklist that are reviewed on a yearly cycle. Our internal company processes are also documented and reviewed regularly as we strive for excellence.
Independent Registered Investment Advisor: We control the delivery team membership and only use the best and brightest in the industry. We chose to form an “RIA” since they are seen in the eyes of the SEC as fiduciaries which is best for our clients.
Investment Manager: One of seven CEFEX-certified fiduciary investment advisors in the United States. And our investment advisor uses as its building blocks Dimensional Fund Advisors (DFA), a very highly regarded institutional asset class fund family.
Comprehensive: We only recommend what the financial plan calls for, or specific needs of the client that compliment the overall plan.