Expert Wealth Management Based in Moorestown, NJ

Financial freedom starts here. Collaborate with certified financial planners who are committed to serving your best needs and helping you build lasting wealth.
As seen in
As quoted in
Best-In-State Wealth Advisor
Top Advisors to Watch
RIA of the Year Finalist

Meaning Of Our Name

At Ausperity Private Wealth, we feel very fortunate to be doing what we love: guiding our clients and making an impact on their lives.

Our unique name, Ausperity, combines the words auspice and prosperity. Auspice refers to “giving guidance and support” while prosperity means “financial success” from the Latin for “good fortune, fortunate.”

/ ABOUT US

Fiercely Loyal  to Our Clients’ Success

When you’re looking for financial advisor services, you want someone as independent, driven, and loyal to your goals as you are. That’s why we left our previous wire house to build a firm centered on you—not a corporation. Our loyalty lies with our clients and this refreshing approach is ushering in a new era of dynamic thinking and personalized service.

As you well know, blazing your own path and building a unique identity brings new obstacles and complexities. But that’s just part of the journey, and meeting challenges head on has become our specialty. The entrepreneurial spirit runs deep here. It’s what keeps us striving for more services and better options for our clients. And it always fosters a respect for your own resilience and courage. We know you’ve worked hard to build a legacy you can be proud of, and we consider it a privilege to partner with you on your financial journey.

Ready to Blaze Your Own Path?
Let’s Map It Out Together.

Personalized Financial Planning and Wealth Management in Moorestown, NJ

Cookie-cutter solutions get cookie-cutter results, which is why it’s crucial to partner with the right experts. All the things that make you unique are also what make you successful. So you deserve a client-centric approach customized to magnify your special gifts.
Our fee-only financial planners keep your success front and center. We offer: 
proactive communication
weekly videos
monthly newsletters
semi-annual reviews
Each meeting ends with action items for you and our expert team, reflecting the power of this collaboration. And plan on hearing from our relationship manager, as we always ensure you’re satisfied with our service and excited for the future.

Let’s Build Your Personalized Financial Plan Today

Your Team of Independent Financial Advisors

To achieve lasting financial success, it’s crucial that you find a team that shares your values and celebrates your wins. We’re not just coworkers here at Ausperity Private Wealth; we’re friends who support one another and legitimately enjoy showing up to work each day. And that same vibe extends to you, as we’ll take care of you just as thoughtfully as we would our own friends and family members. Doesn’t matter if you’re looking for financial planning for millennials or estate planning for retirees, you can trust that you’ll always be the top priority.

Our team has more than 40 years of combined experience, so we’ve seen (and solved) just about everything the financial world can throw at you. And the entrepreneurial fire still burns bright here in our offices. We’re always hungry for new opportunities and never rest until we’ve helped each client pursue their unique goals.

Schedule a Consultation

This enthusiasm for excellence extends well beyond our day-to-day work.

We proudly serve in our homebase of Moorestown, NJ, as well as other communities that are close to our hearts. Whether we’re taking part in volunteer opportunities, planning fundraisers, or serving as board directors, our mission is to make a difference wherever possible.
Robert (Rory) O’Hara III
Geoff Degener
Shane Fox
Jennifer Fisher
Michael Vanaria
Sean Fasanella
Monica Khalid
Samantha McKee
Kevin Newbert

See How Our CERTIFIED FINANCIAL PLANNER® Professionals can Maximize Your Success.

Schedule a Consultation

Bound by fiduciary duty. Inspired by you.

Worried about the fee-first mentality that often dominates the financial industry? We understand these concerns, and as client-first wealth advisors, our fiduciary duty is a legal and ethical obligation that requires us to always act in your best interests. Basically, we prioritize your financial well-being above all else.

Your opinions matter here, and we’ll always take time to listen to your perspective. No decisions are reached until we’ve considered:

Your personal circumstances
Your risk tolerance
Your financial goals
Putting your interests first builds more than just successful investments. We’re in the business of building long-term relationships that transcend fiduciary duty and are founded on trust and integrity. It’s a higher standard of care that we take seriously, and we can’t wait to share it with you.

Ready to Blaze Your Own Path?
Let’s Map It Out Together.

Robert (Rory) O’Hara III
[email protected](856) 252-0102LinkedIn ProfileView publications

Robert (Rory) O’Hara III, CFP®, CRPC®

Founder I Senior Managing Partner

Rory founded Ausperity Private Wealth in 2021 as an independent wealth management firm, driven by his desire to help people better manage their finances through careful planning so they can enjoy the full potential of their wealth. With more than 15 years of experience as a wealth advisor, Rory focuses on helping Baby Boomers make the most of the next phase of their life, and high-income millennials who have decades of financial goals ahead of them.

Previously, Rory led his own team, The O’Hara Group, at Merrill Lynch Wealth Management. As a member of the select Merrill Lynch Advisor Growth Network, he taught advanced financial planning concepts and strategies to other Merrill Lynch financial advisors.

Rory has been recognized by Forbes, appearing as a Best in State Wealth Advisor in 2021, 2023, and 2025*, and has ranked on the Forbes Top Next-Gen Wealth Advisors Best-in-State* multiple times. He ranked #5 in the country for 2022 in AdvisorHub’s 25 Next Gen Advisors to Watch** list, was nominated in 2023 to AdvisorHub’s 100 Advisors to Watch under $1B**, ranked #89 in AdvisorHub’s 1000 Advisors to Watch, 250 under $1Bil for 2024, and most recently was named #40 on AdvisorHub’s 2025 250 Advisors to Watch Under $1B** list.

A graduate of Villanova University, Rory holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation.

Outside of the office, he enjoys spending time with his wife and four children, playing golf, and watching Villanova basketball. Rory is a proud board member of The Cathedral Kitchen in Camden, New Jersey, and serves as the Chair of its Fundraising Committee.

*1. Forbes Best-in-State Wealth Advisors, 2021, 2023, 2025, compiled by SHOOK Research LLC. Most recently received in April 2025 based on data gathered from 6/30/23 – 6/30/24.

*2. Forbes Top Next-Gen Wealth Advisors Best-in-State (New Jersey) 2017, 2018, 2019, 2020, 2021, 2022, compiled by SHOOK Research LLC. Most recently received in August 2022 based on data gathered from 3/31/21 – 3/31/22.

*3. 25 Next Gen-Advisors to Watch, created by AdvisorHub. Presented in June 2022 based on data gathered from 12/31/20-12/31/21.

*4. 100 Advisors to Watch Under $1B, created by AdvisorHub. Presented in June 2023 based on data gathered from 12/31/21-12/31/22.

*5. 1000 Advisors to Watch Under – 250 under $1B, created by AdvisorHub. Presented in June 2024 based on data gathered from 12/31/22-12/31/23.

*6. 250 Advisors to Watch Under $1B, created by AdvisorHub. Presented in June 2025 based on data gathered from 12/31/23-12/3124.

NO FEE was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Geoff Degener
[email protected](856) 252-0104LinkedIn Profile

Geoff Degener, CFP®, CPFA

Founder I Managing Partner

Geoff is a founding member at Ausperity Private Wealth, dedicated to helping clients preserve and grow wealth and transition their financial legacy for generations to come. Geoff applies his quantitative and analytical skills, working with our team to formulate tailored wealth management strategies for our clients. He holds the Certified Plan Fiduciary Advisor (CPFA®) and CERTIFIED FINANCIAL PLANNER®, CFP® designations.

A former business owner, Geoff focuses on advising hardworking individuals whose ambitions and sacrifices have garnered success for themselves and their families. Whether guiding clients who have launched an enterprise or helped accelerate a company’s growth, Geoff helps them optimize the value and meaning of their wealth. His goal is to earn our clients’ confidence and trust continuously, through diligence, responsiveness, and integrity.

For the first time in his career, Geoff ranked #33 in AdvisorHub’s 50 Next Gen Advisors to Watch list for 2023. Geoff also ranked #148 in AdvisorHub’s 1000 Advisors to Watch list, 250 under $1Bil for 2024.

Geoff earned a bachelor’s degree at James Madison University in Virginia, where he also pitched for the JMU Dukes baseball team. A lifelong baseball fan, he enjoys sharing his knowledge of the game with the youth in his community. Geoff wears many hats coaching youth baseball, among other sports in his local community. Geoff began coaching youth baseball in 2019, and since that time, his teams have amassed 2 District Titles, 3 State Championships, and 1 Regional Championship. Off the field, he serves as a Trustee with Moorestown Youth Baseball Federation Board of Directors to help continue to keep kids involved and enjoying youth sports.

Geoff lives in Moorestown, New Jersey, with his wife, Amy, and their four children: Austin, Beau, Kate, and Davis, along with their Weimaraner, Tucker. To learn more about Geoff, connect with him on LinkedIn.

*1. 50 Advisors to Watch Next-Gen, created by AdvisorHub. Presented in June 2023 based on data gathered from 12/31/21-12/31/22.

*2. 1,000 Advisors to Watch – 250 Under $1B, created by AdvisorHub. Presented in June 2024 based on data gathered from 12/31/22-12/31/23.

NO FEE was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Shane Fox
[email protected](856) 252-0103LinkedIn Profile

Shane Fox, CFP®, CPFA, CRPC®

Founder I Managing Partner

Shane is a Founder and Managing Partner at Ausperity Private Wealth. Since becoming an advisor in 2012, Shane has focused on creating customized investment strategies and financial plans for individuals, families, and businesses. He finds great fulfillment in helping clients, especially company executives, pursue their goals through personalized planning, building strong relationships, and trust. Since founding Ausperity Private Wealth, Shane has been driven by a desire to offer better outcomes, blending financial proficiency with a personal touch. He is dedicated to making a positive impact on his clients’ lives, recognizing the unique opportunity to shape their financial futures.

Before co-founding Ausperity, Shane started his career as a financial advisor at Merrill Lynch Wealth Management, where he teamed up with one of Ausperity’s future founders, Rory O’Hara. He has earned industry recognition for his excellence, including ranking #41 in AdvisorHub’s 50 Advisors to Watch (Under $1B) list in 2022 and #24 in their 50 Next Gen Advisors to Watch* list for 2023. Most recently, he ranked #34 in AdvisorHub’s 1000 Advisors to Watch* list for 2024 and ranked #57 on Forbes Top Next-Gen Wealth Advisors.

Shane earned his bachelor’s degree in finance from Fordham University (where he was a three-year varsity baseball player) and holds the Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor™, CRPC™, and CERTIFIED FINANCIAL PLANNER®, CFP® designations. He grew up in Mount Laurel, New Jersey, but now lives in the Old City neighborhood of Philadelphia and enjoys golfing at Riverton Country Club and exploring the area’s culinary scene. Shane is also a passionate supporter of the Leukemia and Lymphoma Society, having survived Acute Lymphocytic Leukemia (ALL), and stays active in various fundraisers and events. Outside of work, he’s a dedicated Philly sports fan and loves spending time with his fiancée, Jillian, friends, dogs, and family. To learn more about Shane, connect with him on LinkedIn.

*1. 50 Advisors to Watch Under $1B, created by AdvisorHub. Presented in June 2022 based on data gathered from 12/31/20-12/31/21.

*2. 1000 Advisors to Watch – 100 Next Gen, created by AdvisorHub. Presented in June 2024 based on data gathered from 12/31/22-12/31/23.

*3. 100 Advisors to Watch Next Gen, created by AdvisorHub. Presented in June 2025 based on data gathered from 12/31/23-12/31-24.

*4. Forbes Top Next-Gen Wealth Advisors Best-in-State (New Jersey), compiled by SHOOK Research LLC. Presented in August 2025 based on data gathered from 3/31/24-3/31/25.

NO FEE was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Jennifer Fisher
[email protected](856) 252-0105LinkedIn Profile

Jennifer Fisher, ChFC®, BFA™

Founder I CXO (Chief Experience Officer)

As a Chartered Financial Consultant, Jennifer’s focus at Ausperity Private Wealth is developing financial plans for our clients. She is passionate about helping our clients prepare for the wide variety of financial challenges they face—from funding their children’s education or taking care of aging parents, to planning for retirement or running a business.

Jennifer began her financial career in 2016 after graduating with honors from Rutgers University with a bachelor’s degree in business management. She joined Merrill Lynch Wealth Management as a relationship manager for the team led by Ausperity founder Rory O’Hara.

Jennifer lives in Voorhees, New Jersey, with her husband, daughter, and their dog Penny. She loves volunteering regularly through her service with the Children’s Ministries at Fellowship Alliance Chapel (FAC) in Medford, New Jersey. A first-generation American, she enjoys traveling, especially to her family home in Portugal.

Michael Vanaria
[email protected]856-252-0107LinkedIn Profile

Michael Vanaria

Assistant Vice President

Michael joined the Ausperity family in November of 2022, serving in the role as a financial advisor. He previously came over from Merrill, a Bank of America Company, where he serviced clients as an investment specialist. Michael is committed to helping individuals, families, and business owners better manage their finances through careful planning and forecasting and giving them the confidence to make smarter, more informed decisions. He looks forward to helping his clients reach their short- and long-term goals.

Michael grew up in Moorestown, New Jersey, his entire life, where he attended Moorestown High School. He then went on to receive a bachelor’s degree in finance from Loyola University in Baltimore, Maryland. He furthered his education by acquiring his Master’s of Business Administration from the same institution in just one short year. Michael likes to spend his free time down in Ocean City, NJ, where he enjoys fishing, golfing, and surfing.

Sean Fasanella
[email protected](856) 252-0106LinkedIn Profile

Sean Fasanella

Registered Client Associate

Sean has worked with Ausperity founder Rory O’Hara since 2018, when he joined The O’Hara Group at Merrill Lynch Wealth Management as the team’s Registered Client Associate. Sean focuses on client service and operations, providing best processes and procedures in support of our clients and their various needs and requests.

Sean grew up in Flemington, New Jersey, attended Hunterdon Central Regional High School, and earned his Bachelor of Arts in Criminology from West Virginia University. Sean enlisted in the West Virginia Army National Guard in 2012 and upon graduation earned his commission as an Army Officer through the WVU Army ROTC program. He currently serves as a Signal Officer in the New Jersey Army National Guard.

Monica Khalid
[email protected]856-252-0108LinkedIn Profile

Monica Khalid

Client Associate

Monica is one of Ausperity’s Client Associates. Starting her career path in logistics, Monica delved into customer-client management. There she learned the value of supporting client needs, becoming a vital source of information, and providing service with an amiable spirit. Monica intends to bring these qualities to the Ausperity team with a new perspective and provide exceptional services to its clients.

Monica grew up in Columbia, Maryland, where she attended River Hill High School. After high school, she moved to Philadelphia and received a marketing degree from Temple University. In her free time, she enjoys cooking vegetarian meals, exploring Philadelphia with her friends, and exercising.

Samantha McKee
[email protected]856-252-0110LinkedIn Profile

Samantha McKee, CFP®, CDFA®

Financial Advisor

Samantha is Ausperity’s newest financial advisor. She started her career in wealth management in 2020 with a passion for helping women, families, and young professionals take control of their futures by managing their present finances.

Samantha grew up in Clifton Heights, Pennsylvania, and attended Temple University, where she received her bachelor’s degree in financial planning. She also holds the CERTIFIED FINANCIAL PLANNER® certification.

Away from her desk, Samantha enjoys spending time finding new restaurants in Philadelphia, traveling, and creating her own floral arrangements. She volunteers regularly with the Alex’s Lemonade Stand Foundation, in Bala Cynwyd, Pennsylvania.

Kevin Newbert
[email protected]856-252-0109LinkedIn Profile

Kevin Newbert, CFP®

Financial Advisor

One of Ausperity Private Wealth’s financial advisors, Kevin Newbert brings deep experience in financial planning and investment advisory to business owners and high-income millennials.

Kevin began his career in wealth management at a boutique firm in Plymouth Meeting, PA, where the firm specialized in sophisticated estate planning, tax strategies, and asset management for ultra-high-net-worth business owners. He most recently co-led the Sports & Entertainment division at a multibillion-dollar wealth management firm in Philadelphia, advising entrepreneurs, pro-athletes, celebrities, C-suite professionals, and private equity partners on integrated wealth strategies.

Kevin also co-founded and sold a real estate company that specialized in managing vacation rentals. His hands-on experience with pro forma modeling, cash-flow analysis, and deal evaluation informs his guidance on direct and private real estate investing.

Kevin holds a Bachelor of Business Administration in Financial Planning from Temple University and is a CERTIFIED FINANCIAL PLANNER® professional. Outside of work, he serves on the Philly Youth Basketball NextGen Committee and is involved with BLOCS (Business Leadership Organized by Catholic School).