The human side of wealth management.

You know where you want to go.
We can help you find your way.

It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams, your choices, your vision of what you want your future to be. And how the right path can take you there.

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Approach

Our people and process have guided clients across generations.

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Services

Our broad expertise assists you, your family and your business.

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About

Our perspective fosters wise choices and disciplined investing.

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Better Outcomes Begin Here.
We offer personalized plans and customized advice to give you financial peace of mind.

Patrick O’Hearn, Financial Advisor

Patrick O’Hearn understands how to talk with folks about their finances, how to establish trust and confidence, how to foster long-term relationships. He started his professional life in private banking. As he moved to Kelman-Lazarov a few years ago as a member of the financial planning team, he found the company’s fiduciary philosophy of “always placing the best interests of the client, first” with which he was quite comfortable.
Meet The Team