Cliff O'Conner
ChFC®, CPWA®, CIMA®
C.W. O'Conner Wealth Advisors, Inc
Financial Advisor
Cliff O'Conner
ChFC®, CPWA®, CIMA®
C.W. O'Conner Wealth Advisors, Inc
Financial Advisor
Our team takes a long-term approach to investing. We share the same philosophy when it comes to relationships. We work hard to serve the best interests of our clients so that they can reach their personal and financial goals. - Cliff O'Conner, ChFC®, CPWA®, CIMA®
Fee Only Financial Planner Located in Atlanta, GA and Serving Clients Nationwide
Cliff O'Conner is a Duluth, GA fee-only financial planner. The team at C.W. O'Conner Wealth Advisors, Inc. uses concrete action plans to bring innovative solutions to our clients.
Multi-Industry Experience
Our industry background in real estate and tax serves as a strong foundation for helping clients define and reach their financial goals.
Dedicated Research Resources
Through DiMeo Schneider & Associates, we have access to information on markets, investments and financial trends that allows our clients to make better financial decisions.
Tailored Approach
We listen to our clients and develop strong relationships so that we are able to deeply understand their long-term personal and financial goals.
As a fee-only, fiduciary, and independent financial advisor, Cliff O'Conner is never receives compensation for any products he recommends or sells, and he has a legal obligation to provide unbiased and trustworthy financial advice.
Cliff O'Conner is the founder and president of C.W. O’Conner Wealth Advisors, Inc. He provides creative solutions in investment management, wealth management and business services to executives, business owners, individuals and their families.
Cliff serves as a fiduciary, which means he provides advice in the client’s best interest — not his own. Cliff and his team are constantly seeking to elevate their knowledge base by learning about emerging issues and trends in finance, real estate, business and tax.
Before establishing C.W. O’Conner Wealth Advisors, Inc. in 1995, Cliff worked for international and local accounting firms, including Coopers and Lybrand, and Gifford, Hillegass and Ingwersen. He served as Chief Financial Officer for McWhirter Realty Corp. and was a partner in real estate developments.
With a broad background in business operations, tax management and real estate, Cliff has special insights into his clients’ unique situations. He and his team help clients define their financial goals and bring innovative opportunities to life to meet their clients’ personal and business objectives.
Time is valuable for Cliff’s clients, who are leaders both in their fields and of their families. Cliff breaks down the complexities surrounding business, tax and investment issues so clients and their families thoroughly understand the plans that Cliff and his team have designed for them.
Cliff earned his Bachelor of Business Administration degree in Accounting from Georgia State University.
Cliff and his wife, Alice, are dedicated to purposeful community support and involvement. They live in Lilburn, Georgia, where they are active in church, school and local community activities.
Cliff O'Conner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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, Inc. was founded in 1995 as an independent professional wealth management firm. At C.W. O’Conner Wealth Advisors, we help clients define their financial goals and create solutions to reach those goals. We present clients with concrete action plans to bring innovative opportunities to life.
We are constantly elevating our knowledge base and enjoy staying on top of trends and ideas in investments, financial planning and portfolio strategies. Our industry experience in real estate and tax serves as a strong foundation for continued learning.
We help business owners with all aspects of their business and personal wealth management needs, including business entity structure, ownership transactions, retirement plans and financial statement review. Our scope is wider than most advisory firms, given our multi-industry experience and background in business, real estate and tax matters.
We help executives and individuals build and protect their wealth through investment planning, estate plan management, philanthropic planning, and plans for educating children and grandchildren. We understand the tax implications of various employer-provided benefits and stock options, and help our clients navigate the best use of these benefits.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Business advisory
- Wealth management
- Investment management
- College education planning
- Tax planning
- Retirement planning
Ideal Clients
- Privately held business owners and their families
- Corporate executives and their families
- Individuals
Working Together
- Fee-only fiduciary
- Tailored, holistic approach
- Multi-industry experience
- Dedicated research resources
- In-depth personal planning session
- Customized wealth management plan
- Specific action plan
Professional Designations & Affiliations
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Cliff O'Conner is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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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.
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Cliff O'Conner is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Cliff O'Conner is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Contact Cliff O'Conner
Office Locations:
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3175 Satellite Boulevard
Suite 110
Duluth, GA 30096
