Black and white street sign for Wall Street with an arrow pointing to the right, and a partial cityscape in the background.
Hand holding two black cards, one with the word 'BUY' and the other with the word 'SELL'
Person reading the Financial Times newspaper with a laptop displaying Bitcoin price chart, a cup of coffee, and some coins on a wooden table.

Smart, Simple Investing, Anywhere

I’m Terry O’Grady, your virtual investment advisor from Tampa, serving clients nationwide via Zoom. Not into faith-based investing? No worries. My secular portfolios are all about straightforward, goal-driven investing—tailored to your dreams, like retirement or travel. I handle the money stuff so you can live your best life, stress-free.

What Is Secular Investing?

Secular investing is smart and simple: I build portfolios to match your goals without the faith-based filter. Whether you’re saving for a beach house, a grandkid’s college fund, or a worry-free retirement, I pick funds that fit your risk level and keep your money working. No fuss, no complexity—just results.

How I Make It Easy

I take care of the nitty-gritty—fund research, risk management, portfolio tweaks— no matter where you are. We set your goals in a quick virtual chat, and I manage the details, so you can focus on golf, travel, or whatever sparks joy. Prefer faith-based? I do that, too.

Why Choose Me?

As a CFP® professional and fiduciary, I’m legally bound to put you first—no quotas, no product pushing. With more than 20 years experience and a passion for keeping things simple, I’m your go-to for hassle-free investing. Ready to simplify your finances, from anywhere?

Let’s get started with a Zoom call!

Investing involves risk. Consult a qualified financial advisor before making decisions.