Terry O’Grady, CFP®
Outsource Your Investment Management. I've Got This.
You’re age 50+. You’ve got things to do. Hand off the money stuff to me. I’ll sort, watch, and adjust your portfolio so you can live your best life, anywhere.
Our Services
I Handle Your Investments, So You Don’t Have To
Ditch the stress of managing your money. I take care of the details—picking, tracking, and tweaking your investments—while you enjoy life. Keep it faith-based or not. You kick back and do what really excites you.
Faith-Based Investing
Want your money to reflect your values? My Faith-Based Investing option aligns your portfolio with Biblical principles—think no gambling, alcohol, or other stuff that doesn’t vibe with your beliefs. I’ll sort through funds to keep things true to your faith while aiming for solid growth. You just sit back and relax.
Traditional Investing
Not into faith-based investing? No problem. My secular portfolios are all about smart, straightforward investing. I pick and manage funds to fit your goals, handling the nitty-gritty so you can focus on tennis, skiing, travel, grandkids, or whatever lights you up.