Unlike large firms that focus solely on investments, Ora Wealth Management Group LLC offers a personalized approach that combines wealth management, retirement planning, proactive tax planning strategies, and education funding under one roof. With over 20 years of experience as both a financial advisor and Certified Public Accountant, we help individuals, families, and business owners cut through the noise, reduce uncertainty, and build a clear path toward lasting financial security. Clients don’t just get advice, they gain a trusted partner dedicated to simplifying complex decisions and protecting what matters most.
Welcome to
Ora Wealth Management Group LLC
Protecting What’s Important to You
Holistic wealth, retirement, and tax strategies tailored to your life.
Unlike large firms that focus solely on investments, Ora Wealth Management Group LLC offers a personalized approach that combines wealth management, retirement planning, proactive tax planning strategies, and education funding under one roof. With over 20 years of experience as both a financial advisor and Certified Public Accountant, we help individuals, families, and business owners cut through the noise, reduce uncertainty, and build a clear path toward lasting financial security. Clients don’t just get advice, they gain a valued and qualified partner dedicated to simplifying complex decisions and protecting what matters most.
Our Services
Building Financial Clarity, Confidence, and Security One Goal at a Time
Wealth Management
Grow your wealth with a disciplined, long-term strategy. We provide tailored investment planning that balances growth opportunities with risk management,
Retirement Planning
Confidence in retirement doesn’t happen by chance; it happens with a plan. Together with Ora Wealth Management Group LLC, strategies are designed to help maximize savings, create reliable income streams,
Tax Planning
As a Certified Public Accountant, we go beyond traditional financial advising by offering proactive tax planning strategies that minimize your taxes today and in the future.
About me
Qualified Financial Solutions To Plan Your Future
As a financial advisor, I partner with individuals, families, and small businesses owners in our community who are navigating the overwhelming number of investment options and the pressures of growing financial responsibilities. My goal is simple: to help you gain control over your finances with actionable, consistent strategies that align with your goals and values.
With over 20 years of experience in business and finance, I’ve worked with Fortune 500 companies including Disney, Turner Broadcasting, Westinghouse Electric, and General Electric. These experiences have shaped my ability to deliver high-level strategic advice with a personal grounded approach.
Stay Informed. Stay Ahead.
Financial decisions are easier when you have the right information at the right time. By joining our mailing list, you’ll gain access to practical strategies, market updates, and retirement planning insights on wealth management, retirement, tax planning, and more delivered straight to your inbox. Whether planning for the future, protecting your family, or building a lasting legacy, these updates are designed to keep you confident, prepared, and ahead of the curve.
What Clients Say
Real Stories. Real Peace of Mind.
Choosing the right financial advisor is about more than numbers; it’s
about trust, confidence, and knowing someone has your best interests at
heart. Here’s what clients share about their experience working with Ora
Wealth Management Group LLC:
“Before meeting Ora Wealth Management Group LLC, I felt overwhelmed trying to manage retirement planning and taxes on my own. They not only built a strategy that made sense but also explained it in plain language. Now, I feel organized, confident, and ready for the future.”
“As a business owner, I struggled to balance growth with tax planning. Ora Wealth Management Group LLC's CPA background gave me an edge I couldn’t find with other advisors. They showed me how to maximize savings while preparing for long-term success. It feels like I finally have someone in my corner who understands the whole picture.”
Why Choose Ora Wealth Management Group LLC
A Holistic Approach You Won’t Find at Big Firms
When it comes to financial planning, most large firms focus primarily on investments. But true financial security requires more than that; it demands a strategy that brings wealth management, tax planning, and asset protection together under one roof. That’s where we stand apart. With the rare combination of being both a Certified Public Accountant and a Financial Advisor, we offer insights and strategies that go deeper than portfolio performance. Clients value personalized guidance, long-term relationships, a community-focused approach, and a level of care and expertise that national firms simply can’t match.
- Integrated Expertise – CPA + Financial Advisor for deeper
insights. - Comprehensive Planning – Wealth, tax, retirement, and Estate &
Legacy Strategies under one roof. - Personalized Attention – Tailored guidance that adapts to your unique
goals. - Long-Term Commitment – A valued and qualified partner invested in your
success. - Community-Centered Values – Serving individuals, families, and business
owners with care.
You can find us at
Request A Quote
For more information about LPL Financial, visit www.lpl.com.
Ora Wealth Management Group LLC utilizes LPL Financial (member FINRA/SIPC) as its custodian.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC