Dan O’Rourke, CFP®
Clear guidance for discerning families & professionals committed to living well.
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Serving Clients Nationwide
Clear guidance for discerning families & professionals committed to living well.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Dan O’Rourke, CFP®
Dan O’Rourke serves as Director of Multifamily Office Solutions at Strathmore Capital Advisors, where he leads the development and delivery of the firm’s offering across tax, estate, financial planning, and investment management.Dan began his financial services career in 2004 and focuses on helping business owners, professionals, and multigenerational families bring clarity and discipline to complex financial lives.
Prior to joining Strathmore, Dan served as Chief Investment Officer and Vice-Chairman of the Investment Policy Committee at Wellspring Wealth Management. Earlier in his career, Dan spent over 17 years at Vanguard, advising the firm’s largest institutional and advisory clients.
Dan earned his degree from Temple University and is a CERTIFIED FINANCIAL PLANNER™ professional. He and his wife live in the South Carolina Lowcountry, where they are raising their two sons and remain active in their church, school, and community.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1145 US Hwy 80 W, Suite F Pooler, GA 31322
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Strathmore Capital Advisors
Strathmore Capital Advisors has provided trusted financial planning and wealth management services since 2005 and continues this tradition with .What makes Strathmore Capital Advisors different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We hope to be your one-stop-shop for all aspects of your financial life including estate planning and taxes.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
✔️ We provide enhanced services such as estate document creation and planning, tax planning and tax preparation.
We can help you reach your goals!
For over twenty years, Strathmore Capital Advisors has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen, VA, Charlotte, NC, Burlington, NC, Chapel Hill, NC, Savannah, GA and Washington DC.
The Richmond office proudly serves the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
Temple University, Bachelor of Arts - BA, Political Science
Hobbies and Interests
- Cars
- Church
- Family
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Parents
- Pharmacists
- Physicians
- Private Foundations & Organizations
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Sales Professionals
- Technology Professionals
- Therapists
- Veterans
- Women Professionals
- Young Families
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