Oculus Partners, LLC

Oculus Partners is a strategic consulting firm focused on financial services, concentrating in retirement and wealth management. Founded in 2008, Oculus Partners began with a simple objective: to help clients grow their businesses in healthy and sustainable ways. Healthy growth is achieved by developing and implementing thoughtful strategies combined with delivering products that meaningfully solve customer needs. Sustainable growth results from the deployment of the right operating models populated with the right leadership and talent connected to a market messaging platform that articulates the business’ differentiators. Throughout our history, we have sought to identify the strategic opportunities that transcend the critical issues of the day and provide analyses of options, design plans, assign resources, and implement solutions that are right for our clients. We have developed relationships with a number of consultants over the years and today, we have an active team that is composed of a diverse set of professionals that have several key attributes in common. All our consultants have spent at least the early portion of their professional careers inside the types of companies Oculus seeks to serve. Many have also held senior roles within the firms they worked for prior to making the decision to move towards consulting. Additionally, they are all passionate about delivering value in their unique way to enable our clients’ success and the success of the individuals within the firms with which they work. With almost 15 years of experience and relationships with more than 45 firms that operate in and around the retirement and wealth management industries we confidently deliver impactful engagements across Business Strategy, Operating Models, Product Development and Go-to-Market Strategy.