Asbury Wealth Partners, Paul O’Hara, CFP® is a financial planner in Security-Widefield, CO, serving individuals and families with personalized investment management and comprehensive financial planning. The firm specializes in retirement and income planning, college planning, estate and legacy planning, tax planning, insurance strategy, budgeting, Social Security optimization, and philanthropic giving. As fiduciary advisors, they provide independent, straightforward guidance rooted in disciplined, long-term strategies tailored to each client’s unique goals. With a 5.00 rating based on client feedback, they are recognized for consistent, trustworthy service. Their service area extends across Colorado Springs and surrounding communities, offering in-person and virtual consultations.
Asbury Wealth Partners emphasizes a client-first approach grounded in fiduciary responsibility and in-house portfolio management. The firm’s team brings over 100 years of combined experience in financial planning and investment management, with Paul O’Hara, CFP®, serving as President, Financial Planner, and Chief Investment Officer. He holds the CFP® designation and multiple securities and insurance licenses, with more than three decades of Wall Street experience. The firm uses proprietary, state-of-the-art techniques to design diversified, risk-managed portfolios, focusing on both long-term growth and capital preservation. Services are delivered with a commitment to transparency, education, and ongoing support, ensuring clients feel confident and informed throughout their financial journey.
Located at 6385 Corporate Dr #205 in Colorado Springs, CO, the firm sits within a commercial corridor near major regional business and transportation hubs. The address is situated on Corporate Drive, a primary thoroughfare serving the eastern part of the city. While no specific nearby landmarks are listed, the location is positioned within a well-established business district that supports professional services and corporate activity.
Asbury Wealth Partners stands out for its strong reputation in financial planning, built on decades of experience, fiduciary integrity, and client-focused strategies. Their well-documented presence online and clean, search-optimized website reflect a business that is both accessible and trustworthy. With a proven track record and a team dedicated to long-term client success, they are a trusted name in Colorado Springs financial services.
In Security-Widefield and the broader Colorado Springs region, Asbury Wealth Partners is known for turning complex financial goals into clear, actionable plans, helping families build lasting security with confidence.