Cliff O'Conner| ChFC®, CPWA®
C.W. O'Conner Wealth Advisors, Inc
- Fee-Only Financial Services
- Business Advisory
- Investment Management
- Estate & Generational Planning
- Trust Advisory
- Real Estate Consulting
- Retirement & Pension Plan Design
Peachtree Corners, GA 30092
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Cliff O'Conner is an Atlanta, GA Fee-Only Financial Planner serving Atlanta and all surrounding areas. C.W. O’Conner Wealth Advisors, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Cliff O'Conner is a NAPFA-Registered Financial Advisor, Chartered Financial Consultant (ChCF), and Certified Private Wealth Advisor.
Cliff is the founder and President of C.W. O’Conner Wealth Advisors, Inc. He has been providing investment, tax and wealth management services to individuals, families, and business owners since 1993. Cliff is unique among financial advisors in that he is a Certified Private Wealth Advisor (CPWA®), Registered Investment Advisor and a Chartered Financial Consultant (ChFC®). Cliff’s broad background and range of work experience enable him to assist clients in a wide range of different areas, including both personal and business.
Before founding C.W. O’Conner Wealth Advisors, Cliff worked as a CPA for international and local accounting firms including Coopers and Lybrand and Gifford, Hillegass and Ingwersen. He served as a CFO for McWhirter Realty Corp. and was a partner in real estate developments. Cliff earned his Bachelor of Business Administration degree in Accounting from Georgia State University in 1980.
Cliff serves on the board of trustees for Developmental Disabilities Ministries. Cliff is very active in DDM, volunteering his time and talents to the organization. He and his wife Alice live in Lilburn, GA, where they are active in church, school, and local community activities. They have two grown children.
C.W. O’Conner Wealth Advisors was founded in 1995 as an independent professional wealth management firm. Why independent? Because from Day One we wanted to offer unbiased advice to our clients free from all potential conflicts of interest. This ensures that our clients’ interests come first.
We do much more than just wealth management, though. Our specialty is providing to individuals, families, business owners, and executives comprehensive advice that ties together all aspects of each client’s financial life, both personal and business.
Everything we do is based on our core set of values:
- Hard work
- Continuing education and self-improvement
- Giving back
We believe that keeping these values at the forefront is the best way to serve our clients’ best interests at all times.