Marty O’Leary, CFP®, ChFC® Stadium Financial LLC

About Marty O’Leary, CFP®, ChFC®

With an extensive background in athletics, Marty O’Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial’s clients.

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Ideal Clients

  • Dual Income Family
  • Gen X
  • HENRY (High Earners, Not Rich Yet)
  • Professional Athletes

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $1000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.80%

SEC Records

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