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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

The Greatest Love of All: Teach Your Adult Children the Benefits of a 401(k)

Submitted by OFC Wealth Management on March 25th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

The Two-Handed Economist: Where do we go from here?

Submitted by OFC Wealth Management on March 29th, 2020

There is a famous quote from Harry Truman that goes like this:

Give me a one-handed economist. All my economists say, 'On one hand...', and then 'But on the other...'

So let's play two-handed economist and lay out some of the key plusses and minuses of the market landscape. We have just had a historic month with:

Habits of a Savvy Saving Family

Submitted by OFC Wealth Management on December 9th, 2019

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.

Creating Order from Chaos

Holistic approach to working together

Working Together