Managing Partner
CurrentFounded in 2001, 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 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.
