Oxley Capital Management
Registered Investment Advisor
Two strands are weak a team creates a strong rope
OCM is a registered Financial Advisor and Fiduciary.
Thirty years ago our founder John Oxley began a search to integrate all aspects of a person's accumulation and protection of principal goals to produce an income they can never out live.
Today OCM is at the pinnacle of client service providing strategies that include heretofore investment options available only to the wealthy.
Now, because of this unique service clients can have a choice that includes all tools to meet their goals. As experts in the distribution phase of retirement, our plan is designed with protection strategies at all times.
In retirement, you need to protect your money, while navigating threats like market turbulence, tax uncertainty and political change. Unfortunately, information is everywhere. There is a lack of navigational ability. OCM having one of the foremost information mining teams, guides you in reality. At OCM, we help client’s investigate what retirement ought to be, and help them seamlessly towards a future where their environment is efficient, and adjusted by their trusted advisor.
Clients are never rushed. OCM serves first and restates what clients have shared with us. We read your book.
Know the truth of what you have to the know the truth of what you need.
Tax Efficiency covers all areas of your financial life. OCM’s Forward Tax Plan combines with legacy planning so you do not have to wait before its to late to reduce tax.
Philanthropical clients find the OCM Charitable Foundation and Charitable Legacy Plan strategies can create more money for charity and a minimal estate tax for you.
18 Years’ Worth of Days
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement