A complete list of active advisors currently associated with O'Hagan Group, Inc.

Warmer can help you find a great advisor at O'Hagan Group, Inc. or one who fits your needs even better.

O’Hagan Group serves individual investors, trusts and estates with comprehensive wealth management and financial planning services, including discretionary portfolio management and consulting. The firm also advises on and can direct allocations in held-away products such as variable life and annuity contracts, employer-sponsored retirement plans and 529 plans. Investment decisions are driven by fundamental, bottom-up analysis of company financials with each holding reviewed on a roughly quarterly basis; the firm blends growth and value disciplines and emphasizes large, balance-sheet-strong companies that have shown resilience through stress periods. Portfolios are constructed primarily with individual equities and ETFs intended for long-term holdings when market conditions permit, with sales occurring when the firm determines near-term market weakness justifies repositioning. What is noteworthy about O’Hagan Group is its scale and structure: a ten-advisor team that manages over $1.2 billion on a fully discretionary basis despite having registered more recently (filed in 2021). The firm’s supervised persons also operate in commission-capable roles (as registered representatives of a broker-dealer and as licensed insurance agents) and the firm commonly works with Schwab for custody and receives non-monetary support from that custodian—arrangements the brochure discloses as potential conflicts of interest and implementation pathways for some recommendations.

To learn more about the advisors currently working at O'Hagan Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.