Robert (Rory) J. O'Hara III,
CFP®, CRPC®

Founder I Senior Managing Partner

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Robert (Rory) J. O'Hara III, <br />CFP<sup>®</sup>, CRPC<sup>® </sup>
[email protected]

(856) 252-0102

Forbes best in state wealth advisors profile for Rory O Hara Forbes Top Next Gen profile for Rory O Hara

2017, 2018, 2019, 2020, 2021, 2022

advisor hub 25 next gen advisors to watch

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 and has ranked on the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 6 years.  Recently, Rory was also ranked #5 in the country for AdvisorHub’s 25 Next Gen Advisors to Watch list!

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.