Fiduciary Responsibility

This is one of the most important factors to consider in choosing an advisor.  As fiduciaries, we are obligated to put our clients’ interests before our own.
At OFC Wealth, our fiduciary duty is to you, our client.

We hold ourselves to the highest standards of client service, strictly abiding by the NAPFA Fiduciary Oath, as well as the Codes of Ethics required by NAPFA and the CFP® Board.


No Sales. No Commissions. No Hidden Costs.

As Fee-Only financial advisors, our only compensation comes directly from our clients.
We do not earn commissions, referral fees, or any transaction-based compensation from any of our activities. We are not affiliated with any bank, broker-dealer, insurance company, or any other commission-based firm.  We’re not beholden to any particular product, only to the strategy that serves you best.


High-level Financial Market Expertise

Our clients are backed by decades of experience in the financial markets and insight, education, certifications, and commitment to you.  This depth of expertise allows us to offer a unique ability to combine both a creative and technical “big picture” view of your whole financial landscape and design strong financial strategies that connect all the dots.

We believe an experienced, advisory-oriented solution is worth your time and trust.


Collaborative, Comprehensive and Care

We strive for a collaborative relationship with our clients. We also collaborate with their accountants, attorneys, and other professionals when the situation arises.
We work to gain their trust and meet your goals.

Our relationships and technologies give us the capacity to handle large and complex financial situations. You get high touch, personalized advising, lower fees, and fiduciary advice.

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