Cliff O'Conner (ChFC®, CIMA®, CPWA®)
Cliff O'Conner focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Alternative or Private Investments
- AUM
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
C.W. O’Conner Wealth Advisors, Inc. is an independent wealth management firm located in Peachtree Corners, Georgia. For more than 20 years, we have provided customized integration of modular financial planning services for individuals, families, executives, and business owners.
Our areas of expertise include investment management, business consulting and advisory, estate planning, real estate consulting, and retirement plan design and implementation. We strive to build long-term relationships and partnerships with all of our clients.
As an independent Registered Investment Advisor, C.W. O’Conner Wealth Advisors has a fiduciary duty to act and make decisions that are in the best interests of our clients, not our firm. Our advice is unbiased and objective. Therefore, you can rest assured that all of our recommendations are based on what we believe is in your best interest and well-being.
Additional Information
Cliff is the founder and President of C.W. O’Conner Wealth Advisors, Inc. He has been providing investment, tax and wealth management services to individuals, families, and business owners since 1993. Cliff is unique among financial advisors in that he is a Certified Private Wealth Advisor (CPWA®), Registered Investment Advisor and a Chartered Financial Consultant (ChFC®). Cliff’s broad background and range of work experience enable him to assist clients in a wide range of different areas, including both personal and business.
Before founding C.W. O’Conner Wealth Advisors, Cliff worked as a CPA for international and local accounting firms including Coopers and Lybrand and Gifford, Hillegass and Ingwersen. He served as a CFO for McWhirter Realty Corp. and was a partner in real estate developments. Cliff earned his Bachelor of Business Administration degree in Accounting from Georgia State University in 1980.
Cliff serves on the board of trustees for Developmental Disabilities Ministries. Cliff is very active in DDM, volunteering his time and talents to the organization. He and his wife Alice live in Lilburn, GA, where they are active in church, school and local community activities. They have two grown children.
NAPFA Start Date
February 01, 2005
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.