Who We Are
OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. We understand your situation is unique. We provide personalized advice based on your specific financial situation, objectives, and concerns. We give you the added confidence from having a personalized financial plan that is managed by an experienced professional team with deep experience in the financial markets.
Our Core Values:
- Fiduciary Standard
- Fee-Only Compensation
- NAPFA registered financial advisor
- Independent Advice
- Service to Clients and Community
- Emphasis on education
What We Believe
Operating in a fiduciary capacity means we will always act with your best interest in mind. As NAPFA-Registered Financial Advisors, we faithfully adhere to the Certified Financial Planner® Code of Ethics, the NAPFA Code of Ethics, and we subscribe to the NAPFA Fiduciary Oath.
As Fee-Only advisors, we do not earn any transaction-based compensation. All of our compensation comes directly from our clients. Furthermore, we are not affiliated with any commission-earning firm such as a bank, broker-dealer, or insurance company.