OUR SERVICES
Financial & Advisory Services
O’Hara Partners provides clients with holistic management of their financial affairs, with no bias to product or provider.
Merit is our only criteria.
To ensure true client advocacy in our advice we charge our clients a fixed annual fee.
“A holistic approach to the management of our clients financial affairs... ”
“...and managing clients ancillary needs to simplify a busy life”
Our Concierge Service for our clients ongoing needs
O’Hara Partners also provides ancillary services to our clients as they are needed, at no additional cost.