O'Connor Financial Group LLC, based out of Quincy, IL, is a reputable small investment advisory firm that offers a range of financial services. With a total of 5 employees, including 3 experienced investment advisors, they excel in providing top-notch investment advisory services to their clients. Their advisors boast an impressive average of approximately $588,020,000 in assets under management per advisor, significantly surpassing the industry average.
O'Connor Financial Group's compensation structure is designed to meet their clients' diverse needs, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With a client base of over 200 individuals, they currently manage more than $158,144,000 in assets. Notably, nearly half of their assets under management are derived from employer 401Ks and individual investments, showcasing their expertise and experience in this particular space.
As a highly trusted advisory firm, O'Connor Financial Group manages a remarkable 99% of their clients' assets on a discretionary basis, ensuring effective and efficient management aligned with clients' objectives. Additionally, the firm also serves as an insurance broker or agent, further broadening their comprehensive suite of financial services.
With a single office in Quincy, IL, O'Connor Financial Group prides itself on its long-standing advisors, including Daniel Westergaard, Timothy O'Connor, and Jackson O'Connor. Their commitment to delivering personalized financial solutions and sound investment strategies has earned them a solid reputation within the industry.