AP Wealth Management
Partner, Financial Advisor
Collaborative Financial Stewardship with Your Life at the Center
Tom O’Gorman is a fee-only financial planner based in Augusta, GA and serving clients across the United States. He is a financial advisor of AP Wealth Management, an independent registered investment advisory firm that provides comprehensive financial planning through The Lifetime Financial Solution™, investment management, and tax and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tom is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Tom O'Gorman joined AP Wealth Management in 2016, bringing over 15 years of experience in the investment industry. Tom advises clients from all walks of life – from retirees to business owners to those who have experienced unexpected changes in life. Tom loves his job because he believes each client is unique, and helping them manage their way through life with sound financial advice is very rewarding. His career path is not a traditional one for advisors, but it has given him a perspective that many advisors don’t have.
Following graduation from Fairfield University in Connecticut, Tom began a career in corporate finance, working for Coca-Cola Bottling, Altria, and the former American Can Co. During that time, Tom earned a double MBA in Finance and International Business from NYU’s Stern School of Business. Tom moved into the wealth management industry in 2001 and formed his own Registered Investment Advisory firm (RIA) in 2012. In 2016, Tom merged with AP Wealth Management helping them become one of the top advisory firms in the area. At AP Wealth Management, the client always comes first and benefits from the fantastic resources, team, and collaborative approach central to the AP Wealth Management business model.
Tom believes that proper asset allocation and his ability to maintain a long-term focus have been key to his clients’ success. In addition to working with individuals and families, Tom also serves as a financial advisor for small businesses, advising the owners on maximizing cash flow and helping them implement 401(k) plans.
When Tom isn’t working, he is often found on the golf course enjoying an afternoon with friends. Tom is also an avid reader with a particular interest in books by Michael Lewis, the late James Michener, and Nelson DeMille. He and his wife remain busy keeping up with four children, guiding them through the challenges of early adulthood.
If you are looking for a strong, long-term partnership but lack the time and expertise to create a solid financial plan and manage your own investment portfolio, then you have come to the right place.
It could be that you have already achieved significant success and are looking for a better financial management partner. Perhaps you have recently sold a business and have new assets to invest or you have recently inherited wealth.
Possibly, you are nearing retirement and want to ensure a smooth transition – one filled with all the resources you need to live the life you envision, with the potential to pass down a legacy to the next generation.
Maybe you’re earlier in your career and starting to build for the future. If you are unsure where to begin and could use some professional advice, the good news is at AP Wealth Management, you do not have to be wealthy to begin a relationship with our team. If you expect your investable assets to grow to $1 million or more, we’d like to speak with you and explore the possibilities to help you realize your dreams and goals.
AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to attain their financial goals, build their wealth, and protect their legacy. We do this through our 3 Core Services:
- Financial Planning
- Investment Management
- Tax & Estate Planning
Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.
If you see yourself as a good steward of resources, and want to make the biggest impact with your time, talents and money – in the community, for your family, within civic and church groups, and as a charitable booster and/or cause-supporter – then you’ve come to the right place. AP Wealth is passionate about these more meaningful life pursuits, too.
Having sufficient resources to, ultimately, do what you want to do, go where you want to go, live life without financial worry, and contribute to your heart’s content is what good financial stewardship provides.
Let us put your life at the center of a thoughtful, purposeful plan.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Small Business 401(k) Retirement Planning
- Small Business Cash Balance Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- People Experiencing Life Transitions (Divorce, Death of a Loved One, etc.)
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Remote Client Relationships
Contact Tom O'Gorman
1100 Frazier Drive
Augusta, GA 30909
1201 Main Street
Columbia, SC 29201