Clients Best Served
These qualities describe our existing clients and those best served by O’Reilly Wealth Advisors.
Our best clients …
- 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. We offer multiple levels of comprehensive service.
- 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.