- Meet your advisor
Brendan O'Rourke
Founder & Lead Advisor · CFP® · Fiduciary
CFP® since 2021
Fiduciary
10+ years experience
Annapolis, MD
Brendan
CFP® · Founder · Fiduciary
CFP® & fiduciary
Training
Advanced education in retirement planning, tax planning, investments, and estate planning
Fiduciary
Legally required to act in your best interests — not based on sales pressure
Approach
Honest conversations, clear explanations, decisions based on your goals
- Why I do this work
Guidance built around clear communication and long-term planning
I became a CERTIFIED FINANCIAL PLANNER™ professional because I enjoy helping people make sense of complicated financial decisions.
A lot of people getting close to retirement feel overwhelmed by all the moving pieces — taxes, Social Security, investments, retirement income, RMDs, healthcare costs, and market uncertainty.
My goal is to help simplify those decisions so people can better understand their options and feel more confident about the future.
I believe financial planning should feel personal and easy to understand, not intimidating or filled with complicated financial language.
A Little About Me
I’ve worked in the financial services industry for more than 10 years and have had the opportunity to work with firms including Kestra, Charles Schwab, and Morgan Stanley.
In 2021, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as part of my commitment to continuing education and helping clients make informed financial decisions with confidence.
I grew up in Columbia, Maryland and now live in Severna Park with my wife and children. Outside of work, I enjoy spending time with family, reading, golfing, and playing pickleball.
Experience
More than a decade
Credential
CFP® — earned 2021
Hometown
Columbia, MD
Office In
Annapolis, MD
Interests
Family, reading, golf, pickleball
- The team
Meet the people behind your plan
Brendan O'Rourke
Founder & Lead Advisor · CFP®
Brendan founded True North Wealth Solutions to help retirees and people close to retirement navigate taxes, retirement income, Social Security, and long-term financial planning. CFP® professional with 10+ years of experience, lives in Severna Park, Maryland.
Andrew Knutson
Director of Financial Planning · CFP® · ChFC® · RICP®
Andrew supports the financial planning process at True North Wealth Solutions, with a focus on retirement income planning and long-term financial strategy. He transitioned from a large corporate environment in 2022 to focus on more personalized financial guidance.
Retirement Planning Doesn't Have To Feel Overwhelming
A lot of people getting close to retirement feel uncertain about taxes, retirement income, Social Security, and whether they’re making the right financial decisions.
If you have questions about retirement planning or want a second opinion on your current financial plan, I’d be happy to start with a conversation.