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.

Compliance

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. 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 tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). 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. Registration does not imply a particular level of skill or training.

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