Smart Financial Planning Starts with a Wise Move
Meet AOM Financial
Anna O’Mahony founded AOM Financial Services in 2024 with a
VISION:
- To offer each client a truly personalised, one-on-one service
- In a world increasingly dominated by digital banking and growing brokerages that can feel cold and impersonal, she is dedicated to maintaining a boutique approach that ensures she is always accessible to her clients.
- Anna believes in crafting tailored advice that encompasses her clients' entire financial journeys - past, present, and future.
- She can help safeguard their future and optimise their wealth and tax efficiency.
OUR APPROACH
What We Do
We combine insight, knowledge and experience to create meaningful outcomes.
Based in Kerry, AOM Financial Services is a Boutique financial services firm catering to clients in various sectors. Looking after clients across Munster and a few nationwide. We take pride in providing tailor-made financial solutions to a wide range of entities, from corporate organisations to professionals and individuals. Personal one-to-one meetings and interactions are key to our success.
01.
Research
We research all available options to find the best solution for your needs
02.
Strategy
We create a strategy to achieve your financial goals
03.
Monitor
We monitor your investments to keep them on track.