Ryan P. O'Connor, CFP®, RICP®, AEP®, CLU®
Wealth Management Advisor


Williams & O'Connor Financial Planning Group

Ryan believes financial security is about creating a personalized comprehensive financial plan that protects, grows and preserves income & wealth in all stages of life to maintain your lifestyle, accomplish your goals and have the peace of mind to focus on what you value most in life.  He works with individuals and businesses to help design, execute and monitor a plan in line with their values, to create a desired outcome.  Ryan believes that integrity, mutual respect, transparency, commitment, guidance and lifelong learning are the most important attributes of a trusted advisor.

Our Mission

We help people gain clarity by creating alignment with their values and financial goals so that we can effectively create, implement and manage a long-term financial plan to accomplish their vision of the future.

Our Approach

Your planning table might be empty, or it may be crowded and out of control. Our team can provide the advice you need and the support required to move your plan from concept, to concrete. 

Some advisors start with strategies. Some start with a specific solution. We start with a process that services your goals now, and in the future. Clear goals, smart solutions, solid implementation, and ongoing attention to your results. It’s a system that makes sense for goals that matter. Yours.

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck