Asbury Wealth Partners- Paul O'Hara, CFP®

Asbury Wealth Partners is a financial planner in Security-Widefield, CO. The firm provides personalized investment management and financial planning for individuals and families, working as fiduciary advisors to align investments with long-term goals through disciplined strategies. Services include investment management, tax planning, retirement and income planning, college planning, estate and legacy planning, insurance advice, budgeting, maximizing Social Security, and philanthropic giving. Asbury Wealth Partners holds a rating of 5.00 based on 13 reviews.

The team operates as fiduciaries, offering custom evaluations of each client's unique financial situation and providing personalized insight. Portfolios are managed in-house using proprietary techniques, and the firm combines strategic and tactical principles in a diversified approach to portfolio design. A complimentary consultation is offered to prospective clients.

Paul O'Hara, CFP®, serves as President, Financial Planner, and Chief Investment Officer. He is a wealth management professional with over 30 years of Wall Street experience and holds the Certified Financial Planner designation along with Series 7, 24, 55, and 63 securities and insurance licenses. His expertise covers financial markets and investment analysis as well as the design of risk-managed portfolios. The broader team carries over 100 years of collective financial planning and investment management experience.

Asbury Wealth Partners holds a 5.00 rating, reflecting the positive experiences of the customers who have reviewed the practice.