About Us

Advisory grounded in trust and clarity

We're an independent advisory firm built on a simple idea: good advice starts with truly understanding the person in front of us.

Our Story

Personal advice for real-life decisions

O'Connor & Advisors was founded to give individuals, families, and business owners a trusted place to turn for clear, honest financial and business guidance. We saw too many people navigating big decisions without anyone in their corner — so we set out to change that.

We take the time to understand your full picture: your goals, your concerns, and the milestones you're working toward. Then we translate that into a plan you actually understand — no jargon, no pressure, and no cookie-cutter answers.

Whether you're planning for retirement, growing a business, or simply want a second opinion, our commitment is the same: straightforward advice that puts your interests first.

What We Stand For

Values that guide every conversation

Integrity

We give honest advice, even when it's not what you expected to hear. Your trust is everything.

Clarity

We explain your options in plain language so you can make decisions with confidence.

Partnership

We're here for the long run — a steady advisor as your goals and circumstances evolve.

MO
Leadership

Mary O'Connor

Founder & Principal Advisor

Mary founded O'Connor & Advisors to bring personalized, trustworthy advisory services to individuals, families, and business owners. She believes every client deserves a real relationship with an advisor who listens first and explains everything clearly.

This is a great spot to share Mary's background, credentials, and what clients can expect when they work with her — edit this section anytime from your website editor.

Ready to get started?

Let's have a conversation about your goals — no pressure, no obligation.

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