Thoughtful financial planning for busy professionals, families, & business owners
Independent, fee-based fiduciary advice — Carlsbad, since 2006
You are never too old to set another goal or to dream a new dream.
C.S. Lewis
Our Purpose
We combine well-researched, evidence-based investment principles with rigorous analysis across every relevant discipline and coordination with your own tax and other professionals to deliver thoughtful, coordinated advice.
We deliver guidance in an easy-to-understand format that increases the likelihood of implementation. Regular meetings with encouraging coaching result in progress toward goals.
John O'Reilly · Founder & CEO
Client Reviews
John O'Reilly has been a lifeline for my family. As my mom dealt with selling her house, moving into an assisted living community, and my dad's passing away, John helped us navigate the complicated financial terrain of all of this. For my mom, who was not the primary earner or financial planner in the family and for whom English is a second language, he gave the great gift of peace of mind as he helped her understand her financial situation now and into her future. He is patient, clear, and kind, and has gone above and beyond to help. His explanations of our investment options highlight his keen understanding of the market, and we trust that he is managing our finances to our best advantage.
My wife and I are fortunate to have John O'Reilly managing our investments. John's advice and counsel has been excellent. He is always responsive and we receive great service and follow-through.
I feel fortunate to be working with O'Reilly Wealth Advisors. John is very knowledgeable about financial planning and he explains things clearly. He is a man of integrity and genuinely cares about his clients.
John is very available and responds quickly to our questions and requests. It is a blessing to have our investment match our Catholic values.
I am so very lucky to have found John. He is very informative and is a man of integrity.
John is one of a very select few consultants I have worked with that I see truly knows me and my goals. He gives me totally personalized service.
John at O'Reilly Wealth Advisors was very helpful in the transfer of our 401k plan for Carlsbad Village Pharmacy. He was always readily available when needed and has continued to keep a very open line of communication. He has also been an open and helpful financial resource for my employees.
Why O'Reilly Wealth Advisors
Grounded in decades of academic research and financial science. We build broadly diversified, low-cost portfolios designed to capture the long-term returns of global markets, keeping costs and unnecessary risks low.
Disciplined analysis across every relevant field surfaces the issues that matter, and prepares you for a well-informed conversation with the right experts.
In each progress meeting, we begin with your inspiring Values & Goals — the reasons for the important work we are accomplishing together.
We deliver fiduciary oversight of 401(k) and other employer plans, including the rapidly growing, advantageous Aggregation 401(k) plans.
Who We Serve
We combine well-researched, evidence-based investment principles with rigorous analysis across every relevant discipline and coordination with your own tax and other professionals to deliver thoughtful, coordinated advice.
We deliver guidance in an easy-to-understand format that increases the likelihood of implementation. Regular meetings with encouraging coaching result in progress toward goals.
For Employers
You and your employees deserve 401(k) plans that capture global market returns, require less executive time to oversee, have low fees and reduce employer liability.
We deliver plans to the small and medium company market with the same benefits as very large company plans.
We understand the numbers and make it easy for anyone to understand.