Brendan O'Rourke

About Me

With a diverse background in financial services, Brendan brings both an analytical and interpersonal approach to wealth management. Prior to joining Greenway, Brendan was designing investment & wealth strategies for ultra high-net-worth families in Los Angeles. Brendan collaborates with clients as they pursue their financial goals, and helps them solve their unique personal finance puzzles.

Brendan is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent (EA).

Brendan currently lives in Burlington Massachusetts with his wife and son (Michaela & Finn). When he isn't in the office or reading about finance, Brendan can be found outdoors with the family or enjoying a long run.

LinkedIn: Brendan O'Rourke

Email: brendan@greenwayfa.com

Greenway Financial Advisors LLC (“GWFA”) is a registered investment advisor offering advisory services in the State(s) of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWFA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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Greenway Financial Advisors LLC