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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

OCM uses numerous integrated techniques, with a 98% retention of clients – They stay with us for years.

Using a team approach the Client receives an integrated total dollar approach that includes safety of principal base and exit strategies while answering questions helping clients know what no one ever told them. 

With over 50 million of assets under advisement. The tradition of OCM reveals the stellar results of what an integrated strategy can produce.

Our team gives OCM business continuity, and more advisors to design each year for your success.

Each person is unique as their plan is custom made and each plan is flexible to life changes that will occur. 

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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