O'Hagan Group, Inc.

O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, and works with clients on retirement account decisions including rollovers. The firm also advises on and can manage assets held outside clients’ primary custodians, such as variable life and annuity contracts, employer-sponsored retirement plans, and 529 plans.

The firm’s investment approach combines fundamental, quarterly company analysis with a growth-and-value orientation, favoring companies with strong balance sheets—including large, established corporations that performed through 2008–2009 and the 2020 pandemic—while using ETFs for smaller portfolios. Portfolios are managed on a discretionary basis, monitored continuously with at least annual formal reviews, and the firm says it will hold long term when possible but will sell in response to near-term market weakness.

Noteworthy aspects include that O’Hagan Group was registered in June 2021 yet manages over $1 billion in discretionary assets and operates with an eight-advisor team, a scale that is less common for a firm of recent registration. The firm’s supervised persons also serve as registered representatives of a broker-dealer and as licensed insurance agents, and the firm maintains a custodial and service relationship with Schwab that includes operational support, fee debit authority, and standing letter-of-authorization procedures—arrangements that introduce additional operational and conflict-of-interest considerations compared with many peers.