O’Roark Asset Management | Registered Investment Advisor Firm serving the Warrenton and Northern Virginia areas

Our services are geared to help you reach your financial goals in life.

Stay up-to-date with relevant news in the media related to retirement.

If you would like to learn more about O’Roark Asset Management,or would like to schedule a free consultation, please feel free to contact us today:

540-347-5859 (phone)
540-347-5853 (fax)
jill@smart-money.net
98 Alexandria Pike, Suite 35
Warrenton, VA 20186

Our main office and administrative staff are housed at the above address in Warrenton, VA, however, for our clients' convenience, we also maintain office meeting locations in Fairfax, VA (near Fair Oaks Mall), in Herndon, VA (near Dulles Corner), in Manassas, VA (just off Route 66), and in Vienna, VA (near Tysons Corner Mall).

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It is important to feel you have control over your future. At O’Roark Asset Management, we offer our experience and expertise to help you design your own plan for financial independence.

Contact us to schedule a free introductory consultation by filling out the below form or to let us know how we can assist you.

The contents of this page are for information purposes only and are not a solicitation to either buy/sell securities or do business in your home state; as Jill O'Roark and Don O’Roark may only do business in the state which it is registered or with exempt entities. Please let Jill O'Roark and Don O’Roark know where your home state is when asking for additional information. Finally, the material presented at this web site is from sources believed to be reliable, but its content is not guaranteed and may be subject to change at any time.

Thank you for visiting our web site. Jill O'Roark and Don O’Roark are registered investment advisors in the state of Virginia. Since Jill O'Roark and Don O’Roark may only do business in the states in which they are registered or with exempt entities, you need to ask Jill O'Roark and Don O’Roark if our company is registered in your home state when requesting information.

Request for ADV II: Investors may request that Jill O'Roark and Don O’Roark send a company brochure or copy of Part II of Form ADV, which contains information about the investment advisor and its principals. Please state your home state, when making a request for information. Email: jill@smart-money.net