Ready to live confidently? Regardless of the life event – career change, growing family, retirement, college, divorce, sudden wealth - or priority, getting control of your finances, investing more effectively, improving your cash flow - my focus and ultimate responsibility to every client is to help them build a solid foundation on which to make their financial decisions with confidence.

My philosophy is built upon providing sound, objective financial and investment advice to individuals, families and business owners seeking to simplify their lives.

You can expect that:
• I will listen intently to understand your values, goals, and expectations.
• I will focus on what’s important to you, your family or business.
• I will educate and propose coordinated financial strategies that align with your resources and needs.
• I will stay connected with you on a regular basis.
• I will track your progress toward your goals and recommend appropriate adjustments in response to situational and/or market conditions.

About Me
I earned my Bachelor of Science degree in Accounting from Villanova University School of Business. I am a Certified Public Accountant (CPA) and Deloitte alumni, although as a Financial Advisor I do not provide tax advice to clients. I joined Merrill after a successful career as CFO/CIO in the real estate industry and earned the CERTIFIED FINANCIAL PLANNER^™ certification in 2014. I live with my husband Tim, twin boys, Tim and Sean, in West Chester, PA and enjoy the companionship of the adopted shelter dogs. As an avid cyclist I have participated in the MS Bike to Bay for many years and volunteer at various community events.

Your Next Steps

Currently working with a Financial Advisor? Seeking a second opinion may confirm you are on the right track or potentially open your eyes to new viewpoints that are more aligned with your goals. Similar to how you may manage a health issue, a second opinion is a prudent action.

Going it alone? I welcome the opportunity to learn more about you and how we might work together. If we're a fit just maybe you'll earn back time better spent with family, growing your business or a round of golf - and gain more confidence in your financial direction.

Make today the day you decide to live confidently! Call or email me to learn more about my wealth management process, the resources available at Merrill Lynch Wealth Management, and how I can help you achieve your financial goals.


Helen O’Hara, is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.