Rory O’Hara, CFP®, CRPC®, is the Founder and Senior Managing Partner of Ausperity Private Wealth, an independent wealth management firm he launched in 2021 to deliver comprehensive financial planning, proactive tax strategy, and multi-generational wealth guidance to successful families. Rory founded Ausperity with a clear mission: to help clients strategically manage their wealth through integrated investment management, retirement income planning, tax optimization, and long-term legacy planning—so they can fully enjoy the freedom their wealth provides.
Today, Ausperity Private Wealth manages more than $1 billion in assets under management, reflecting the firm’s continued growth and the trust clients place in Rory and his team. With more than 20 years of experience as a wealth advisor, Rory specializes in working with Baby Boomers preparing for or living in retirement, as well as high-income millennials navigating complex financial decisions, equity compensation, and liquidity events. His planning approach integrates forward-looking tax projections, Roth conversion strategies, private market access, and coordinated estate planning to help clients reduce lifetime tax liability and preserve generational wealth.
Prior to founding Ausperity Private Wealth, Rory led The O’Hara Group at Merrill Lynch Wealth Management, where he built and managed a high-performing advisory team. As a member of the Merrill Lynch Advisor Growth Network, he trained and mentored other financial advisors nationwide on advanced financial planning strategies, tax-efficient investing, and business development.
Rory has earned national recognition for his leadership and client impact. He has been named a Forbes Best-in-State Wealth Advisor (2021, 2023, 2025, 2026)* and has appeared multiple times on the Forbes Top Next-Gen Wealth Advisors Best-in-State list*. He ranked #5 nationally on AdvisorHub’s 25 Next Gen Advisors to Watch (2022), was named to AdvisorHub’s 100 Advisors to Watch Under $1B (2023), ranked #89 on AdvisorHub’s 1000 Advisors to Watch – 250 Under $1B (2024), was named #40 on AdvisorHub’s 2025 250 Advisors to Watch Under $1B list, and most recently ranked #155 on AdvisorHub’s 2026 Advisors to Watch Over $1B list.
A graduate of Villanova University, Rory holds the CERTIFIED FINANCIAL PLANNER®, CFP® designation and the Chartered Retirement Planning Counselor® (CRPC®) credential, underscoring his expertise in retirement income planning and holistic wealth management.
Outside of his professional work, Rory enjoys spending time with his wife and four children, playing golf, and following Villanova basketball. He is a proud board member of The Cathedral Kitchen in Camden, New Jersey, where he serves as Chair of the Fundraising Committee, supporting programs that provide meals, job training, and long-term opportunity to the local community.
*1. Forbes Best-in-State Wealth Advisor (2021, 2023, 2025 and 2026), created by SHOOK Research, LLC. Most recently received in April 2026 based on data gathered from June 2024 to June 2025. No fee was paid to be included in the ranking, and no was paid to hold out marketing materials. Not indicative of adviser’s future performance. Your experience may vary.
*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 12/31/23-12/31/24.
*7. 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.
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.