Your Investments, Handled with Care
I’m Terry O’Grady, and my job is to take the stress out of managing your money. Whether you want a portfolio that reflects your faith or a straightforward approach, I do the heavy lifting—picking funds, tracking markets, assessing risks—so you can enjoy your life. No jargon, no hassle, just results.
What I Do for You
Outsourcing Made Simple
Think of me as your personal investment manager. I handle the nitty-gritty—market research, risk management, portfolio adjustments—whether you choose faith-based or secular. You get peace of mind, more free time, and a plan that fits your life. It’s like hiring a pro to mow your lawn, but for your money.
Faith-Based Investing (BRI)
Want your money to honor your Christian values? My Biblically Responsible Investing (BRI) skips companies tied to gambling, alcohol, or anything that doesn’t align with your beliefs. I research and build a portfolio that manages your wealth while staying true to your faith, so you can relax knowing it’s handled.
Secular Portfolios
Prefer a no-nonsense approach? My secular portfolios are customized to your goals—retirement, travel, or leaving a legacy. I manage the details, from fund selection to market tweaks, so you can focus on tennis, golf, traveling, or spoiling the grandkids, not stressing over stocks.
Why Choose Me?
As a CFP® professional and fiduciary, I’m legally bound to put your interests first. No sales quotas, no product pushing—just honest, tailored advice. Based in Tampa, I work with clients nationwide via Zoom. Let’s make your money work so you can live your best life.
Ready to ditch the investment stress? Let’s talk!
Investing involves risk. Consult a qualified financial advisor before making decisions.
Case: J3-16
Meet: Jill, 55
Real Estate Agent
Problem: “Do I have to watch the market everyday?”
Solution: Absolutely not. Outsource the day to day duties of managing your investments.
Case: 2T1-7
Meet: Dan, 74 & Sue, 67
Consultant & Occupational Therapist
Problem: “We’re frustrated that companies in our investment portfolio go out of their way to support causes we don’t believe in.”
Solution: Align your investment with your values by using a Faith-based or Biblically Responsible Investment portfolio.
The case studies presented are hypothetical and for illustrative purposes only. They do not represent actual clients or specific financial outcomes. Investing involves risk, and results may vary. Consult a qualified financial advisor before making decisions.
Case: P4-6
Meet: James, 52
Entrepreneur/Social Media
Problem: “I wish I understood investments better. I’m only 10 years away from Social Security eligibility and I don’t understand a thing about that either.”
Solution: I’ll put together your one-page roadmap to your 60’s, setting your investing targets as you travel through your 50’s, and preparing you to make an informed Social Security claiming decision.