Financial Advisors
Colorado Springs, CO
Asbury Wealth Partners is an independent financial advisory firm led by Paul O'Hara, CFP®, specializing in comprehensive financial planning and in-house investment management tailored to individual goals. They combine strategic and tactical portfolio design principles to help clients grow and protect their assets, with a focus on straightforward, independent advice regardless of life stage. The firm offers complimentary initial consultations and delivers personalized wealth management strategies using proprietary techniques.
Ideal for: Retirees, Business owners, High-net-worth individuals, Life transition planners
Service area: Colorado Springs and surrounding areas
CFP® Professional Leadership: Led by Paul O'Hara, a CERTIFIED FINANCIAL PLANNER™ professional, ensuring adherence to fiduciary standards and professional best practices in financial advice.
In-House Portfolio Management: Portfolios are managed directly by the firm using proprietary, state-of-the-art techniques rather than outsourced, allowing for personalized oversight and tactical adjustments.
Independent Advisory Firm: Operating as an independent firm, not affiliated with a broker-dealer, providing unbiased recommendations without conflicts of interest tied to product commissions.
Address: 6385 Corporate Dr # 205, Colorado Springs, CO 80919
Phone: (719) 531-6276
Website: asburywealthpartners.com
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