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See how we can balance your life, not just your investments

Who We are

A team of professionals

Financial planners and investment managers with more than 89 years combined financial services expertise.

What We Do

We simplify your life.

We offer an integrated wealth strategy that is custom designed for you so that you may be worry-free and enjoy the things that matter in life.

How We Do It

We earn your trust.

We develop a long-lasting partnership with you. We develop a thorough and comprehensive financial plan and tailor ongoing services to your specific situation.

Why We’re Different

We’re here for you.

As a fee-only fiduciary, we always have your best interests at heart. We bring our high-level professional experience to your living room.

Latest Blog Posts

Nothing Grows Faster Than the Average Forever or It Would Become Bigger than the World

Submitted by OFC Wealth Management on May 3rd, 2018

The Date: Spring, 1985

The Place: Computer Lab (remember those?), Stanford University Graduate School of Business

Retirement Income Planning Requires Realistic Spending Assumptions

Submitted by OFC Wealth Management on February 15th, 2018

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living.

Is a Fixed annuity Right For You?

Submitted by OFC Wealth Management on February 12th, 2018

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and objectives that must match those of the investor, and fixed annuities are no different.

Creating Order from Chaos

Holistic approach to working together

Working Together