# O'hagan Group, Inc.
Source: https://planprovider.pro/provider/ohagan-group-inc

> Fee-only investment advice and portfolio management are the core of O’hagan Group, Inc., a registered investment advisor founded in 2021. The firm is headqua…

Retirement Plan Advisor

Bethlehem, PA

## About O'hagan Group, Inc.

<p>Fee-only investment advice and portfolio management are the core of O’hagan Group, Inc., a registered investment advisor founded in 2021. The firm is headquartered in Bethlehem in the Lehigh Valley, serving clients across the greater Philadelphia–New Jersey region and in multiple states nationwide.</p>

<p>O’hagan Group works with individuals, high-net-worth individuals, small businesses, and institutional clients. As a <a href="/plan-advisors">plan advisor</a>, the firm also provides 3(21) fiduciary services for retirement plans, helping sponsors document advice and support plan-level decisions.</p>

<p>As of 2026, O’hagan Group reports $1.0B in assets under management. The firm is registered to do business in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin.</p>

<p>What differentiates the firm is its combination of a fee-only model with retirement plan fiduciary support alongside personal and institutional portfolio management.</p>

<ul>
<li>Registered investment advisor (RIA); fee-only compensation</li>
<li>3(21) fiduciary services for retirement plans</li>
<li>Portfolio management for individuals, high-net-worth clients, small businesses, and institutions</li>
<li>Headquartered in Bethlehem, Pennsylvania (Lehigh Valley)</li>
<li>$1.0B AUM (2026)</li>
</ul>

Website: [https://www.theohagangroup.net/](https://www.theohagangroup.net/)

Founded: 2021

## Office Locations

- Bethlehem, PA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.0B

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