Clients - O'Reilly Wealth Advisors

Clients Best Served

These qualities describe our existing clients and those best served by O’Reilly Wealth Advisors.

Are financial delegators: Our community of clients is comprised entirely of financial delegators. They appreciate, and are willing to follow, the advice of an expert.
Are passionate about goals: All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
Enjoy simplicity: Our clients enjoy the simplicity, freedom, and peace of mind that comes from having all their financial assets under the watchful eye of a single trusted advisor.
Value our work together: Our community of clients is comfortable with our fee structure. We charge a percentage of assets under our management, according to our fee schedule. Our services are of greatest value and most suitable for a family with minimum $500,000 investable assets.
Focus on what's important: Our community of clients values our relationship. By delegating, they can focus their valuable time and energy on those things in life that are most important to them.
Can handle the truth: Our clients want to hear the truth from us regarding their financial situation…no matter what.

O’Reilly Wealth Advisors is a fee-only advisor. Read why Lynn O’Shaughnessy of the San Diego Union-Tribune prefers fee-only advisors in When buying financial advice, ask about commissions, fees.