Cliff O'Conner

ChFC®, CPWA®

C.W. O'Conner Wealth Advisors, Inc

Financial Advisor

Cliff O'Conner

ChFC®, CPWA®

C.W. O'Conner Wealth Advisors, Inc

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cliff O'Conner, ChFC®, CPWA®

(770) 368-9919

Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide

Cliff O'Conner is a Peachtree Corners, GA fee-only financial planner. C.W. O'Conner Wealth Advisors, Inc provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cliff O'Conner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Cliff O'Conner is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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:

  • Honesty
  • Integrity
  • Creativity
  • Dedication
  • 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Cliff O'Conner is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • ChFC - Chartered Financial Consultant
    Cliff O'Conner is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CPWA - Certified Private Wealth Advisor
    Cliff O'Conner is a Certified Private Wealth Advisor ® (CPWA®)

    The Certified Private Wealth Advisor® credential is an advanced certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Intended for current practitioners already working with high-net-worth clients, CPWA® designees must have a full five years of work in financial planning, investment management and retirement planning.

Contact Cliff O'Conner

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Office Locations:

  • 655 Engineering Dr
    Suite 110
    Peachtree Corners, GA 30092

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