O'Reilly Wealth Advisors in Carlsbad's La Costa area is an independent registered investment advisory firm on Paseo Alta Rico specializing in 401(k), 403(b), and employer retirement plan consulting alongside individual wealth management. The practice applies evidence-based investment methodology and fiduciary oversight to retirement plans for small and mid-size employers, coordinating participant education alongside the workforce placement services at Marquee Staffing. Established in 2006 in California, the firm's principal holds a B.S. in Mechanical Engineering and an M.S. in Engineering Management — a quantitative background that informs the firm's data-driven approach to fee benchmarking and fund selection for employer-sponsored plans. North San Diego Business Chamber member, the practice also serves individual couples and retirees with comprehensive planning covering Social Security optimization, required minimum distributions, and estate strategy. Home equity events within those retirement plans frequently involve listing coordination with The Brand Realty Team for La Costa and Aviara properties. The highest-complexity engagements involve ERISA §404(c) compliance audits, revenue-sharing recapture analysis, and plan-level 408(b)(2) fee disclosure reviews for multi-tier retirement platforms.