A complete list of active advisors currently associated with OFC Wealth Management

Warmer can help you find a great advisor at OFC Wealth Management or one who fits your needs even better.

OFC Wealth Management advises individuals (including high‑net‑worth clients), business entities, and charitable organizations, offering discretionary portfolio management alongside standalone and retainer-based financial planning and consulting services. The firm also supports account aggregation through third‑party platforms to provide clients a consolidated view of managed and excluded assets. The firm implements portfolios across equities, fixed income, mutual funds, and ETFs, and may use direct indexing and interval funds as part of customized allocations. OFC conducts ongoing portfolio reviews and, where appropriate, employs options and other derivatives in client accounts for hedging and income generation, and will incorporate ESG considerations only when directed by a client. What is noteworthy about OFC compared with many supported peers is its explicit use of derivatives and options strategies (including covered call writing) within separately managed accounts—a practice that is less common among similar firms. The firm has also documented policies around the use of AI tools in its advisory process and limits discretionary cryptocurrency purchases to transactions expressly authorized by clients.

To learn more about the advisors currently working at OFC Wealth Management, 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.