A complete list of active advisors currently associated with Octavia Wealth Advisors LLC

Warmer can help you find a great advisor at Octavia Wealth Advisors LLC or one who fits your needs even better.

Octavia Wealth Advisors provides discretionary investment management, financial planning, retirement-plan advisory and trust-related services to individuals, high‑net‑worth clients, trusts, estates, businesses, institutions and state or municipal entities. The firm manages roughly $2.15 billion in client assets and operates with a multi‑advisor team that serves a broad client base. Octavia implements proprietary model portfolios built primarily from low‑cost ETFs, mutual funds and individual stocks and bonds, while also using alternative investments, structured products, REITs and oil‑and‑gas interests where appropriate. The firm generally maintains a long‑term orientation informed by fundamental and technical analysis, offers discretionary portfolio management, and includes financial planning as part of its investment management for clients with more than $1 million in assets. What is distinctive about Octavia relative to many multi‑team peers is its explicit servicing of state and municipal clients and its retirement‑plan work, including ERISA 3(38) discretionary management and investment oversight. The firm also provides access to trust administrative services through National Advisors Holdings, uses unaffiliated independent managers and maintains institutional relationships with custodians and affiliated parties—arrangements that expand implementation options but are disclosed as creating potential conflicts of interest in its brochure.

To learn more about the advisors currently working at Octavia Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.