We’re proud to share that Geoff Degener, CFP®, CPFA, Shane T. Fox, CFP®, CRPC®, CPFA, and Robert (Rory) J. O’Hara III, CFP®, CRPC® of Ausperity Private Wealth have been named to AdvisorHub’s 2026 Advisors to Watch: Over $1B list.
This recognition reflects the strength of Ausperity’s team-based approach to wealth management, financial planning, and client service. Based in Moorestown, NJ, our team is committed to helping clients make confident decisions, preserve and grow wealth, and build financial strategies that support the life they want to live.
AdvisorHub’s ranking considers factors including scope of practice, growth, and professionalism. We’re honored to see multiple members of our team recognized among advisors across the country.
Read the full AdvisorHub list.
AdvisorHub 250 Advisors to Watch (Over $1B). Presented in June 2026 based on data gathered from 1/1/2025 – 12/31/25. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
Frequently Asked Questions
What does it mean to be named to AdvisorHub’s Advisors to Watch Over $1B list?
AdvisorHub’s Advisors to Watch Over $1B list recognizes financial advisors across the country based on factors such as scope of practice, growth, professionalism, regulatory record, community service, and team diversity. For Ausperity Private Wealth, this recognition reflects the strength of our team-based approach to helping clients navigate wealth management, financial planning, retirement planning, and investment decisions.
Where are the recognized advisors located?
The recognized advisors are based in Moorestown, NJ, serving clients throughout South Jersey, Philadelphia, Haddonfield, Cherry Hill, and the surrounding regions. They provide personalized financial guidance to a diverse range of clients, including individuals, families, corporate executives, business owners, pre-retirees, and high-income professionals.
What services do these wealth advisors provide?
The advisors specialize in comprehensive financial planning, wealth management, retirement planning, investment management, estate planning guidance, insurance planning, and corporate executive planning. Their practice focuses on helping clients make confident decisions around preserving and growing wealth, managing tax exposure, preparing for retirement, and aligning their financial strategy with their long-term personal goals.