Ryan P. O'Connor, CLU®, RICP®, CFP®
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.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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