“Our team's mission is to have a positive impact on people's lives. Through disciplined planning, we help clients live life differently. Our goal is to provide financial security for families and businesses. We know our clients are making some of the most important planning decisions in their lives. Together, we move from concerns of vulnerability and doubt, to a position of confidence and security. We construct a useful framework for priorities and help keep clients accountable to their goals. We prepare for the array of life scenarios and build strong long-term relationships based on quality service and integrity.”

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Fred J. O'Connor, M.M., MSFS, CFP®, AEP®, RICP®, ChFC® , CLU®, CLTC is an established financial advisor of thirty years experience.

"I work with families, helping them protect their future from risks and create financial security. Together we create a personalized plan that fits each client's unique needs and goals, such as risk management, saving and retirement, and lifetime income and elder care. I take great pride in helping families with special needs.

I work with closely held business owners, helping them with employee and executive benefits, developing incentive plans that aid in recruiting, rewarding and retaining key people. This work addresses risk management and smooth intergenerational transfer of ownership planning. Successful business owners find the tax efficient and values-effective strategies provided useful and relevant, and often with ideas considered by their present advisors."

Planning for the Success of Your Business

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

The Business Corner

If you own or operate a business, Fred J. O'Connor recommends the following article:

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With a focused expertise on the business owner, Fred J. O'Connor can provide guidance for any stage of your business:

Fred J O’Connor

Fred J O'Connor, M.M., MSFS, CFP®, AEP®, RICP®

Wealth Management Advisor

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.


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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.