O'Rourke Financial

Overview

O'Rourke Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily serves individual and family clients, providing comprehensive financial planning and discretionary portfolio management tailored to individuals and small businesses. Its billings include a percentage-of-AUM fee schedule supplemented by hourly charges. The firm also lists accounting as a core business activity and maintains industry ties to an insurance company, indicating a mix of tax/accounting and advisory capabilities under one roof. O'Rourke Financial does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

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Location & Offices