Founded in 2001, Occidental Asset Management, LLC (OCCAM) we are a fee-only, Registered Investment Advisor and Financial Life Management firm that provides its clients with financial planning and investment advisory services.
We are committed to our Clients’ overall financial health through our training and practice of behavioral finance and financial psychology. At OCCAM, we believe that, other than family and personal relationships, there is nothing more personal than a person’s relationship with money. We want to help educate people regarding their relationship with money.
WE HELP PEOPLE UNDERSTAND THEIR VIEWS OF MONEY AND THEN ASSIST THEM THROUGH THE TRANSFORMATION OF THEIR FINANCIAL LIFE.
We believe in two-sided Client relationships. We truly do not give advice that we have not worked through ourselves. It only makes sense that if our Clients are willing to trust us with their story, we should trust them with ours. As such, we will share our company and personal stories with our clients.
We are a Fee-Only Financial Advisory firm. We believe this 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.
WE ARE PROUD TO BE AFFILIATED WITH THE FOLLOWING INVESTOR FOCUSED ORGANIZATIONS!