Robert (Rory) J. O’Hara III,
CFP®, CRPC®
Founder I Senior Managing Partner
Rory founded Ausperity Private Wealth in 2021 as an independent wealth management firm, driven by his desire to help people better manage their finances through careful planning so they can enjoy the full potential of their wealth. With more than fifteen years of experience as a wealth advisor, Rory focuses on helping Baby Boomers make the most of the next phase of their life, and High-Income Millennials who have decades of financial goals ahead of them.
Previously Rory led his own team, The O’Hara Group, at Merrill Lynch Wealth Management. As a member of the select Merrill Lynch Advisor Growth Network, he taught advanced financial planning concepts and strategies to other Merrill Lynch Financial Advisors.
Rory has been recognized by Forbes, appearing as a Best in State Wealth Advisor in 2021 & 2023* and has ranked on the Forbes Top Next-Gen Wealth Advisors Best-in-State* multiple times. Rory also ranked #5 in the country for 2022 in AdvisorHub’s 25 Next Gen Advisors to Watch** list, and recently was nominated in 2023 to AdvisorHub's 100 Advisors to Watch under $1B**.
A graduate of Villanova University, Rory holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning Counsel SM designation.
Outside of the office, he enjoys spending time with his wife and four children, playing golf, and watching Villanova basketball. Rory is a proud board member of The Cathedral Kitchen in Camden, New Jersey, and serves as the Chair of its Fundraising Committee.
*Forbes Best-In-State Wealth Advisors (2021, 2023) & Top Net-Gen Wealth Advisors (2018, 2019, 2020, 2022), created by SHOOK Research. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.
**AdvisorHub’s 25 Next Gen-Advisors to Watch (2022) & 100 Advisors to Watch Under $1B (2023), created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.
