Brendan O'Rourke, CFP

I am the Founder and Wealth Management Advisor at True North Wealth Solutions. In my role, I take immense pride in walking clients through the financial planning process, helping to bring clarity and freedom to the uncertainty and fear that often accompany financial decisions. Specializing in financial planning and investment management, I aim to provide a comprehensive approach that aligns with my clients' goals and aspirations.

With a decade of experience in the financial services industry, I've had the opportunity to work with some of the best in the business, including Kestra, Charles Schwab, and Morgan Stanley. These experiences have equipped me with a deep understanding of the industry and a commitment to excellence. In 2021, I obtained the CERTIFIED FINANCIAL PLANNING™ (CFP®) designation, a milestone that underscores my dedication to providing the highest standard of financial advice.

What motivates me most is the ability to use my expertise to help others. There's nothing more rewarding than seeing prospective clients walk into a meeting filled with uncertainty and leave with newfound confidence. I believe that the greatest value I can provide is the time and peace of mind that allows my clients to focus on the most important things in life, whether that's family, personal growth, or pursuing their passions.

Originally from Columbia, Maryland, I now reside in Crofton, Maryland with my wonderful wife, Cloey, and our two children, Lucy and William. When I'm not working, I enjoy spending my free time reading, golfing, and playing pickleball. These activities not only help me unwind but also keep me grounded and balanced.