O'Connor Financial Group LLC

O’Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and business entities, and also recommends or retains third‑party advisers when appropriate. The firm serves retirement accounts under ERISA fiduciary standards and combines portfolio management with ongoing planning advice.

The firm typically implements client strategies by allocating investable assets across diversified, risk‑based portfolios composed primarily of no‑load mutual funds and exchange‑traded funds, and describes its methods as relying on asset allocation and fundamental analysis with periodic (generally annual) account reviews. It retains discretion to trade on clients’ behalf and conducts due diligence when selecting outside managers for portions of client portfolios.

The brochure discloses that a firm principal is a licensed insurance agent who may receive customary commissions for insurance product sales and that a former principal continues to receive trailing commissions from earlier sales, with the firm noting disclosures and client choice to mitigate the conflict. The firm also notes participation in educational conferences and practice‑management services provided by its recommended custodian and reports an ownership change in January 2026, features that distinguish its governance and educational outreach relative to many peers while managing roughly $275 million in client assets.