Who we are
Backed by firsthand aviation insight, we deliver targeted financial strategies to pilots and their families.
Our Specialty
We use our pilots’ and financial advisors’ experience to help you maximize your benefits and investments.
Personalized approach
Our guidance addresses your immediate needs while striving to ensure your long-term future is well-protected.
$1 Billion+
Assets Under Management as of 1/26
Comprehensive Services for Pilots and Aviation Professionals
Supporting Pilots Every Step of the Way
Retirement Planning
You’ve spent a career navigating the skies. We’ll guide you through the retirement process so you can retire with clarity and confidence.
Wealth Management
We craft personalized wealth management strategies to optimize your resources and guide your investments.
Estate Planning
We create tailored estate planning solutions aiming to preserve your legacy and provide peace of mind across generations.
Check The Background of This Firm on
Advisory services offered through The O’Hagan Group, Inc.
Headquartered at 1429 W. Broad Street, Bethlehem, PA 18018
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC.
Headquartered at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments and The O’Hagan Group, Inc. are not affiliated companies.
Investments through PKS or The O’Hagan Group, INC. are:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY
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informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any
security or product that may be referenced herein. Persons mentioned on this website may only offer
services and transact business and/or respond to inquiries in states or jurisdictions in which they have been
properly registered or are exempt from registration. Not all products and services referenced on this site are
available in every state, jurisdiction or from every person listed. A copy of The O’Hagan Group, Inc.’s
current written disclosure statement as set forth on Form ADV, discussing The O’Hagan Group, Inc.’s
business operations, services, and fees is available from The O’Hagan Group, Inc. upon written request.
The O’Hagan Group, Inc. does not make any representations as to the accuracy, timeliness, suitability or
completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated
herein. All such information is provided solely for convenience purposes only and all users thereof should
be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material
should be interpreted by you as legal, accounting or tax advice.