Daniel O'Brien
Areas of Focus: Wealth Management, Strategic Cash Flow Modeling, Investment Research
"We Simplify The Complex."
Dan's passion for investing is matched by his ability to translate complex financial concepts into understandable talking points for his clients. Dan believes in evaluating risk from all angles and considering the potential "what if" scenarios that may arise. At Capital Advisors, he puts this disciplined approach to work as part of the firm's research team, developing innovative market strategies for clients.
"Meticulous Preparation Is Key."
Dan is known for his attention to detail, including his ability to make data tangible. He spends a great deal of his time upfront assuring he has the right mix of products to create a solid portfolio. Then he uses this information to educate clients on their financial plan, so they can make strategic decisions that align with targeted financial goals.
"Catching The Right Wave."
People are often surprised to learn that Dan is an avid surfer – on Lake Erie. Timing, preparation and focus are essential parts of the sport, and that's especially true among the less-than-forgiving waters of Ohio's Great Lake.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.
Professional Affiliations
- Financial Planning Association ® (FPA®)
- Loyola Club
Professional Credentials, Recognition, & Education
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
- FINRA Series 7 and 24 Registrations
- MBA – Loyola University Chicago
- BA in Finance from Loyola University Chicago
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Please Note: Limitations. Different types of investments involve varying degrees of risk and volatility. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including this Strategy), will be profitable, equal any specific performance level(s), be suitable for your portfolio or individual situation, or prove successful. At any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth.
It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services. Capital Advisors is not a certified public accounting firm, and no portion of its services should be construed as accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advisory services from Capital Advisors. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.capitaladvisorsltd.com.
Aggregated Portfolio Data as of 12-19-2023.
S&P 500: a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States
Vanguard U.S. Dividend Growers: measure the performance of U.S. companies that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index excludes the top 25% highest-yielding eligible companies from the index.
Capital Advisors, Ltd., 20600 Chagrin Boulevard 1115 Tower East Shaker Heights, Ohio 44122
Please review Important Disclosure Information set forth in the last section of this web site. Form ADV Form CRS FINRA Broker Check
More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.
Please review Important Disclosure Information set forth in the last section of this web site.