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Jen O'Hara, Investment Advisor

DAG Wealth

Jen O'Hara

Investment Advisor

Jennifer O'Hara is an Investment Advisor with DAG Wealth and an 18-year veteran of the financial services industry. She holds a BA from Pennsylvania State University and an MS from Kansas State University, along with the CFP® and CBDA designations, a master's in personal financial planning, and the Enrolled Agent credential. Most recently a Private Client Group Advisor at Savant Wealth Management, she previously served as Director of Wealth Management at TMG and Managing Partner at RPH Financial. Her work spans financial planning, investment advisory, tax planning, equity-compensation and pension optimization, Roth conversion planning, ongoing tax harvesting, and investment research. She is driven by a desire to help people navigate complexity, crystallize their vision, and use their assets as a tool toward a fulfilled life, an ethic shaped by her immigrant grandparents. Outside of work she enjoys time with family and friends, travel, hiking, cycling, cooking, and gardening. She lives in Pennsylvania.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through DAG Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.