The OCCAM Difference
OCCAM and YOU
We are a Fee-Only financial Advisor. We believe the fee only model minimizes conflicts of interest as all compensation for our services comes directly from our Clients for financial planning or ongoing investment management.
We do not receive compensation by any institution, which means we do not receive commissions on the actions we take on behalf of our Clients. Our compensation is based on a percent of assets managed or a flat negotiated fee.
YOUR Dedicated Advisor
- A dedicated financial professional with experience and education committed to YOUR overall financial health. Your Advisor will never sell you a product or service.
- Is trained in behavioral finance and financial psychology.
A Fiduciary Relationship focused on YOU
- As a Fiduciary Advisor, we have a fundamental obligation to act solely in YOUR best interest.
- As a Fee-Only Advisor we are only compensated by our Clients for the services we provide. We will not sell YOU products or receive commissions.
Financial Life Plan
- A Plan around YOUR life, not just retirement or investments.
- Assumes YOUR life will experience change and a need to pivot is likely.
- YOUR Advisor is YOUR navigator, but YOU are the driver.
Ongoing Investment Management
- Flexible Investment options that align with YOUR financial life plan and YOUR risk comfort.
- Solutions for all stages of you financial lifecycle.
Open and Ongoing Communication
- Regular Correspondence with YOU on progress and/or any life changes.
- Semi-Annual and Annual Meetings with YOUR OCCAM Advisor.
- 24/7 access to YOUR financial plan and finances through YOUR personalized financial web page.
- Quarterly Performance Reporting of YOUR investments.
If you need help with your Financial Life Plan or Investment Management Services, please call us to schedule an appointment so we can learn about you, answer your questions and share how we can help.