Ray O’Connell Advisory provides financial planning and wealth guidance for physicians, business owners, successful families, and professional advisors. Led by Ray O’Connell, the firm aims to simplify complex financial decisions and help clients protect, grow, and transfer wealth. Its Virtual Family Office model brings together a team of vetted specialists, with a single point of contact to coordinate planning and implementation.

Services span asset protection, tax planning, retirement and income planning, estate planning, risk analysis, and comprehensive financial planning. The firm also offers guidance on IRAs and employer retirement plans, Roth conversions, long-term care, life insurance, stock market risk, debt elimination, and business succession. Its three-bucket wealth-building approach and other planning tools support clients in evaluating their finances and considering strategies for their goals.

The client process begins with understanding personal circumstances, followed by analysis, coordinated implementation, and ongoing review and optimization. Ray O’Connell Advisory also provides educational resources and financial literacy content to help clients make informed decisions throughout their financial lives.