Dan O’Rourke, CFP®
Clear guidance for discerning families & professionals committed to living well.
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Clear guidance for discerning families & professionals committed to living well.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Dan O’Rourke, CFP®
Dan O’Rourke serves as Director of Multifamily Office Solutions at Strathmore Capital Advisors, where he leads the development and delivery of the firm’s offering across tax, estate, financial planning, and investment management.Dan began his financial services career in 2004 and focuses on helping business owners, professionals, and multigenerational families bring clarity and discipline to complex financial lives.
Prior to joining Strathmore, Dan served as Chief Investment Officer and Vice-Chairman of the Investment Policy Committee at Wellspring Wealth Management. Earlier in his career, Dan spent over 17 years at Vanguard, advising the firm’s largest institutional and advisory clients.
Dan earned his degree from Temple University and is a CERTIFIED FINANCIAL PLANNER™ professional. He and his wife live in the South Carolina Lowcountry, where they are raising their two sons and remain active in their church, school, and community.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1145 US Hwy 80 W, Suite F Pooler, GA 31322
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Strathmore Capital Advisors
Strathmore Capital Advisors has provided trusted financial planning and wealth management services since 2005.What makes Strathmore Capital Advisors different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We hope to be your one-stop-shop for all aspects of your financial life including estate planning and taxes.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
✔️ We provide enhanced services such as estate document creation and planning, tax planning and tax preparation.
We can help you reach your goals!
For over twenty years, Strathmore Capital Advisors has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen, VA, Charlotte, NC, Burlington, NC, Chapel Hill, NC, Savannah, GA and Washington DC.
The Richmond office proudly serves the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
Temple University, Bachelor of Arts - BA, Political Science
Hobbies and Interests
- Cars
- Church
- Family
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Parents
- Pharmacists
- Physicians
- Private Foundations & Organizations
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Sales Professionals
- Technology Professionals
- Therapists
- Veterans
- Women Professionals
- Young Families
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Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Excellent service, care and interest in my financial goals
Dan is a professional. He is service oriented. He listens to my financial goals and offers advice and direction that match my goals. Dan is responsive.
Dan O’Rourke,
My husband and I enjoy working with Dan he is easy to reach , and personal.we are pleased with work he has done for our family and we feel safe with Dan setting us up for a successful , happy retirement
Pleasure to work with
Dan was able to assist us with a very easy transition from our previous brokerage account to Charles Schwab. He made it extremely easy with his knowledge, skills, team support, and most of all strong listing skills. He helped us through a settlement at a new location, different state. With his longevity in this field and his connections, we were able to secure what we needed for closing, accounting, attorney, and of course, our brokerage house. I would definitely recommend Dan to anyone, and we already have too close friends. Albert
Trusted Financial Advisor
Dan became my trusted financial advisor and friend. He always promptly responds to my needs and questions and explains things to me. Knowing Dan is helping me manage my finances is such a comfort and relief- I trust him completely.
A partner in my financial journey
Working with Dan has made me feel secure about my financial future. He has also eased my mind and eased the stress I was feeling when I was managing my money on my own. I knew I was in good hands when we talked the very first time. Dan is very knowledgeable and explains things in a way I understand. Besides his vast knowledge he has a genuine commitment in putting my interests first. I never feel rushed or confused. Instead I have a feeling of financial clarity and peace of mind. Dan has truly been my life saver!
Outstanding service
Dan has provided us detailed financial planning with a personal touch. He is very professional, responsive and knowledgeable. He has a multidisciplinary approach that includes legal and tax advice with the financial planning. So instead of having to contact both your attorney and tax advisor, it can be handled all in one place, which is very convenient. We transferred our portfolio from another agent, which I thought was going to be very stressful. However, the transition was painless and stress-free.
Dan O'Rourke
I have thoroughly enjoyed having Dan O’Rourke as my financial advisor. Foremost, Dan ensured that I was familiar with the Strathmore website so that I could have all my financial information readily available to make financial decisions. Dan always takes time to listen to my needs and concerns while looking at the whole person and financial picture when developing a plan and decision for my future. Lastly, I trust him to have my best interest at heart with his knowledge and guidance. Kathleen
I recommend Dan O’Rourke
I have had an excellent experience working with Dan, our financial planner. He is knowledgeable, professional, caring and genuinely committed to understanding our financial goals and helping us plan for the future. He takes time to explain our options clearly and answers our multitude of questions. I appreciate his responsiveness, attention to detail, and personalized approach with a focus on family. I am confident in our choice to work with Dan and the team, and highly recommend their services to anyone looking for a trusted financial advisor.
Outstanding Financial Advisor
Excellent service, knowledgeable, and always responsive. Dan takes the time to understand my goals and provides clear, sound guidance. I highly recommend him to anyone looking for a trusted financial professional.
Peace of mind in life’s transitions
Initially, I worked with Dan through a corporate investment relationship and was immediately impressed with his responsiveness and prompt communication. He is an active listener and follows up timely to keep planning on track which is exactly what I needed for my personal financial circumstances. His personable, perceptive and patient manner have been appreciated during a season of life changes. I am confident that Dan and his team have my family’s best interests at heart with their wise counsel and thoughtful direction.
We switched to Dan from another firm and could not be happier
Dan is extremely friendly, knowledgeable, hard working and passionate about his profession. He is very timely and is even reachable after hours. He always follows up and makes sure you understand what he is recommending and are on board with his recommendations.
Review for Dan O’Rourke.
Dan has been nothing but amazing from the very first time I started working with him. Not once have I ever felt like he was just interested in talking to me to sell me his service. It can be incredibly uneasy to trust someone, especially if that’s someone you have never met, with your hard-earned money. Dan is someone that I have been super comfortable with from day one and I always feel like he has my best interest at heart. He is extremely knowledgeable when it comes to investments and always does an awesome job of explaining to me what’s going on with my money. I can’t recommend Dan enough.
Great Financial Planner
Dan is so attentive and a true pleasure to work with. He provides extensive research and recommendations to meet our short term and long term financial goals. Dan always answers any questions promptly and checks in regularly. Could not be happier with his services.
Five Stars
I was looking for a new financial advisor in the Bluffton area. I interviewed a few folks, but when I contacted Dan, he was extremely positive and was interested in why I was changing and what was I looking for. He let me know what he could do for me and even came to my home to explain all of his services in detail. He was truly interested in doing the best he could do to make me feel comfortable with my decision. He has a great personality for assisting others. I have since found out he is a Christian, which makes me trust the information he gives me. I have enjoyed having him as my advisor. He has been a huge help in my decisions.
Professional, Knowledgeable, and Trustworthy
Dan has been wonderful to work with. He is caring, professional, knowledgeable, and always on top of things. My husband and I especially appreciate how approachable, kind, and attentive he is. He genuinely cares about us as his clients, and we highly recommend him!
Heard and supported
Working with Dan has given me new insight into the financial world. Dan has taken the time to make sure I understand every aspect of our financial portfolio and actively includes me in the decision making process. He checks in with me so I always feel heard and supported.
Amazing service, knowledge, and communication!
Working with Dan and his team at Strathmore has been an outstanding experience. Their professionalism, proactive communication, and commitment to keeping us informed about market trends and investment strategies truly set them apart. Dan and his team are always responsive, knowledgeable, and genuinely invested in their clients' financial success. It's refreshing to work with a team that provides such a high level of service and personal attention. I couldn't be more pleased with our experience and would highly recommend Dan and the entire Strathmore team to anyone looking for a trusted financial advisor.
Exceptional Financial Advisor Who Truly Puts His Clients First
I’ve had an excellent experience working with Dan O’Rourke at Stratmore. Dan is extremely knowledgeable, professional, and thoughtful in his approach to financial planning and investment management. What I appreciate most about Dan is that he genuinely cares about his clients and takes the time to understand their individual financial goals and circumstances. He is always accessible, responsive, and willing to take the time to explain his recommendations and the reasoning behind them. Dan has a tremendous amount of experience, but what really sets him apart is his integrity and commitment to doing what’s best for his clients. He is someone I trust and respect, both personally and professionally. I would highly recommend Dan to anyone looking for a knowledgeable, trustworthy financial advisor who truly puts his clients’ interests first.
5 Stars
I can’t say enough about the outstanding tax service I received from Strathmore and David Bardin. The communication alone was on a level I’ve never experienced before — clear, proactive, and consistently reassuring. The turnaround time was phenomenal, and the quality of the work was exceptional. After reviewing my past returns, David even identified additional deductions from the last three years that had been missed. This was truly above‑and‑beyond service, and I’m incredibly grateful. I am so happy to be involved with Strathmore Capital Advisors.
5 Stars
Easy to work with, easy to submit all documentation, quick response to questions and fast tax preparation! Glad to have them on my side!
5 Stars
David was terrific to work with on my taxes. He made the transition from my old CPA work seamlessly and he was always available for consultation. Very positive experience.
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