Our Team

Meet the Team of Bane O’Leary LLC

The advisors of Bane O’Leary LLC have more than 60 years of combined industry experience; both as wealth managers and financial advisors. These individuals strive to be at the forefront of innovative retirement planning to help you achieve the retirement lifestyle you desire. Nothing provides more peace of mind than the knowledge that you have planned well and can confidently enjoy your retirement years knowing you will not outlive your resources. We live by our Mission & Values & our Conduct Standards.

We use a comprehensive approach encompassing the “building-blocks” of wealth management:

Tax Planning
Investment Planning
and Estate Preservation

This “Foundation of Excellence” provides our clients a customized financial strategy where they can enjoy their retirement years without the worry of running out of money, and the peace of mind that what’s left will go to those they love in an efficient, cost-effective manner.