John O'Connor

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About John O'Connor

Originally from Maryland, I moved to TN in 2021 to help work with high-income professionals, business owners, and individuals experiencing major financial events, helping them simplify complex decisions and build long-term wealth. Many of my clients have concentrated stock positions, demanding careers in healthcare, or evolving financial lives that require thoughtful planning. Our approach is grounded in collaboration and trust, ensuring you feel confident and empowered every step of the way. Whether you're planning for retirement, growing your investments, or leaving a legacy, we partner with you to craft a personalized roadmap that aligns your financial decisions with your values and aspirations.

By focusing on both the technical aspects of financial planning and the human side of your goals, we provide solutions that help you build, protect, and manage your wealth with intention, turning your financial vision into reality.

See Disclosures

General Information

CRD#

7144355

Firm CRD#

283515

Insurance License#

3002771529

Name of Broker/Dealer

SAGESPRING WEALTH PARTNERS

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Long Term Care, Health, Disability

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893680/paladinregistry-SageSpring-Wealth-Partners---O'Connor-Wealth-Team-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

SageSpring Wealth Partners - O'Connor Wealth Team