O'ROURKE FINANCIAL

Overview

O'Rourke Financial is a small, independent RIA organized as a limited liability company and owned by an individual. The firm targets individuals, families and small-business owners, providing financial planning and discretionary portfolio management tailored to those client types. Its operating profile is closely tied to accounting and insurance affiliations, reflecting a practice that blends tax/accounting work with investment advice. Investment activity is conservative and concentrated: the firm’s asset allocation favors cash and cash equivalents as the primary holding. O'Rourke Financial charges clients a mix of percentage-of-AUM fees and hourly charges rather than performance fees or flat retainer models. The adviser is not positioned as a capital allocator to external alternative fund managers and is not an active ESG investor.

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Location & Offices