About O'connor Financial Group LLC
<p>From Quincy in western Illinois, O’Connor Financial Group LLC works with clients across the Chicago metro as well, with offices noted in Wheaton and Chicago. The firm is a registered investment advisor and, as of 2026, reports $0.3B in AUM.</p> <p>Founded in 2018, the practice focuses on hands-on planning for people dealing with real-life transitions such as job changes, retirement timing, and competing priorities like college savings and buying a home. The team also has experience with equity compensation topics, including Restricted Stock Units (RSUs).</p> <p>For employers, O’Connor Financial Group offers 3(21) fiduciary support, providing investment advice to plan fiduciaries while the sponsor keeps final decision-making authority. Clients can expect direct access to advisors and support from client relations staff.</p> <p>What sets the firm apart is its mix of equity-compensation planning and day-to-day retirement plan guidance delivered from offices that cover both western Illinois and the Chicago area.</p> <ul> <li>Registered investment advisor based in Quincy, Illinois</li> <li>Additional locations noted in Wheaton and Chicago</li> <li>Founded in 2018</li> <li>3(21) fiduciary services for retirement plans</li> <li>Planning support for RSUs, career changes, and retirement decisions</li> </ul>
Website: https://www.oconnorfinancial.group/
Founded: 2018
Office Locations
- Quincy, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.8M