Joe O’Rourke, CFP®
Senior Wealth Advisor
Joe O’Rourke, CFP®, is a Senior Wealth Advisor at Old Orchard Wealth
Solutions in Hunt Valley, Maryland, helping families make clear, confident
financial decisions.
A Towson University graduate, Joe grew up in London and began his career at
PNC Financial Services, earning his CFP® to deliver more comprehensive
advice. He later worked with physicians and dentists at MassMutual before
joining J.P. Morgan Private Bank, where he advised families on investments,
planning, and banking strategies.
His experience at large institutions highlighted the limitations of traditional
models—where advice can be shaped by internal incentives. He moved to an
independent platform with LPL Financial and Old Orchard Wealth Solutions to
provide customized, transparent guidance without product constraints or
sales quotas.
Joe works closely with long-time partner Van Davis and a seasoned team at
Old Orchard, believing collaboration drives better outcomes for clients.
He lives in Jarrettsville, Maryland with his wife and children and serves as
Vice Chair of the Boys & Girls Clubs of Harford & Cecil Counties. Outside
work, he enjoys golf and supports Millwall FC.
