If every client’s goals and needs are different, why should the solution offered be the same for everyone? At OAM, we are not locked into one size fits all.

Each plan is custom designed for each client. And that philosophy extends through the whole relationship.

We know how our clients want to work with us because we ask them. Every detail from how they want to be contacted, to how many meetings we have, is driven by what works for them. Being a smaller firm gives us the ability to be flexible.

Working together begins with an initial meeting at no cost to you.

We will send you an information questionnaire to give us a clearer picture of your financial situation. You can fill it out in advance or bring it with you. This meeting will last about an hour. Here, you will have the opportunity to become acquainted with our firm and learn how you might benefit from working with us. And on the other side, it’s our chance to get to know you, to understand your objectives, and explore ways to achieve them.

Once we mutually decide to move forward, the real work begins. You will be provided with a list of documents needed to complete a full financial picture. Over the course of three or four meetings a plan will be put in place and implemented.