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Martin O'Leary (CFP®, ChFC®)

Martin O'Leary focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Medical Professionals

Planning Specialties

  • Financial planning for business owners, executives, physicians, and high-earning professionals
  • Investment management aligned with your goals, time horizon, and comfort with risk
  • Turning strong earnings into lasting personal wealth
  • Retirement planning and the transition from accumulating wealth to drawing on it
  • Planning for financial independence and greater flexibility around work
  • Balancing long-term wealth goals with family needs and priorities

Ongoing investment management relationships generally begin at $200,000 in investable assets.

Additional Information

You’ve worked hard to build your career, your business, and your wealth. Now you want to know whether your financial decisions are working together—and whether you’re on track for the life you want.

I work with business owners, executives, physicians, and individuals and families with significant income or accumulated wealth who want a thoughtful, ongoing relationship with their advisor.

My approach brings financial planning and investment management together, connecting the decisions you make today with your longer-term goals. We focus on what matters to you: building financial independence, preparing for retirement, caring for family, and making informed choices along the way.

Our relationship starts with a conversation about where you are, what you want to accomplish, and where you could use guidance.

NAPFA Start Date

June 10, 2022

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4700 Millenia Blvd Ste 500 Orlando, FL 32839 Phone: (407) 920-4421
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