# O'Connor Financial Group

O'Connor Financial Group is a Bank / Wealth / Trust based in Quincy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Quincy, United States
- **Region:** North America
- **Address:** Quincy, IL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.oconnorfinancial.group
- **LinkedIn:** https://www.linkedin.com/company/oconnor-financial-group

## Regulatory record

- **CRD number:** 168636
- **SEC file number:** 801-125759
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168636

## About

The O'Connor Financial Group operates as a multi-generational advisory firm rooted in Quincy, Illinois. The team is led by Tim O'Connor and Jack O'Connor, who are supported by six additional professionals including Daniel Westergaard and Jordan Richert. While the firm's founding date is not publicly stated, its website highlights a 30-plus-year track record of helping families move from financial stress to financial confidence. The group does not disclose the specific source of its wealth or a founding narrative, presenting itself instead as an established independent practice. The firm's strategy centers on comprehensive, personalized financial planning for individuals and families across the United States. It integrates investments, insurance, tax planning, estate planning, and cash flow management into a single client roadmap. O'Connor Financial Group holds CFP® credentials on staff and emphasizes a fiduciary approach, though it does not publish a discrete AUM or deployment figure. The geographic footprint spans a national client base, served from the Quincy headquarters, with no disclosed additional offices. The firm's website does not name individual portfolio holdings, co-investors, or underlying fund structures, making its specific investment execution opaque to external observers. The eight-person team includes both family members and external professionals, reflecting a deliberate succession structure. The firm does not disclose adjacent vehicles such as philanthropic foundations, real-asset arms, or operating businesses. No operating companies or club memberships are cited. The website includes client testimonials but no specific dated operational event from the last 24 months. The structural differentiator is the quiet persistence of a multi-generational, generalist planning practice that has operated without institutional fanfare for three decades. In an industry increasingly segmented into specialized wealth managers and technology-driven robo-advisors, O'Connor Financial Group's architecture remains deliberately human-scale and relationship-dependent.

## Sectors

- Financial Services

## People

- Tim O'Connor — team member
- Jack O'Connor — team member
- Daniel Westergaard — team member
- Jordan Richert — team member
- Kathy Cottrell — team member
- Julie O'Connor — team member
- Abigail Horman — team member
- Katie Reinhardt — team member

## Questions

### Does O'Connor Financial Group participate in fund commitments or direct deals?

The firm's public materials describe a financial-planning approach built on investments, insurance, taxes, estate planning, and cash flow management. No disclosures reference participation in private-market direct deals, venture funds, or alternative-asset commitments.

### What makes O'Connor Financial Group's approach different from other financial planners?

The firm emphasizes personalization and partnership across two generations of advisors, rather than a proprietary investment product. Its website cites transparency, ongoing plan adjustments, and a broad service mix — investments, insurance, taxes, estate planning — as the core differentiator.

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- [GO Wealth Management](https://altss.com/profile/o-connell-investments-and-insurance-services)
- [OCP Asia](https://altss.com/profile/ocp-asia)

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Last updated: 2026-08-11T02:43:31.692Z

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