# O'connor Financial Group LLC
Source: https://planprovider.pro/provider/oconnor-financial-group-llc

> 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.…

Retirement Plan Advisor

Quincy, IL

## 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/](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

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