Money on a Mission.
Personal Wealth x Business Wealth
Financial Action Plans, investments with objectives, tax and risk management, plus business and real estate advice — all tightly integrated to put your money on a mission.
We’re currently accepting new Clients for 2026.
Planning · Investing · Tax & Risk Management
As Featured In
Trusted financial advice and services
Tap into the same credibility that has brought the Money on a Mission approach to top financial organizations.
Mission-Focused PEOPLE
Who We Serve
Business Owners
1099s
LLCs and
Corporations
REAL ESTATE INVESTORS
Residential
Commercial
and Industrial
Military Veterans
Retired
Prior Service
Active & Reserve
Professionals
Especially
Professionals
with Equity Comp
at a high level
How We Serve
our services include
Planning
We custom-design a comprehensive financial plan annually and meet quarterly — so you stay on-mission.
Investing
We professionally manage your assets for you — as a fiduciary serving your best interest.
Tax & Risk Management
We bring risk reduction and tax efficiency into your portfolios and plan — so you can keep, grow, and protect more of what you earn.
Business & Real Estate Advice
Perfect for business owners, real estate investors, and those considering a business or real estate — you’ve got a teammate aligned with your goals.
INVESTMENT MANAGEMENT overview
How We Serve
Investment Management Clients
We welcome everyone to our investment management service, whether you’re a business owner, real estate owner, military, a professional — or not— we are more than happy to professionally manage your assets for you.
We have numerous portfolios suitable to every investor profile, best-fit to you based on your goals, feelings about risk, time horizon, and net worth.
We don’t have hidden management fees that’ll catch you by surprise either. We keep it transparent.
Minimums
We currently have a $10,000 minimum investment requirement.
financial planning overview
How We Serve
Financial Planning Clients
We welcome everyone to our financial planning as well. Financial planning at OIC Financial is about aligning your capital with purpose.
Clients get specific advice, organization, structure, a one-page Action Plan with Next Steps, the supporting planning documents, and a service calendar to support their goals.
We evaluate and improve your capital allocation, investment strategy, cashflow, tax planning, risk planning, real estate decisions, retirement planning, and estate planning.
Business Owners, Real Estate Owners, & Professionals with Equity Comp
Our Financial Plans have additional sections specifically for you that are comprehensively integrated into your financial plan, easy to understand, and easy to execute.
Integrated for our Clients
How We Serve
Tax & Risk Management
Tax management focuses on identifying tax reduction and exposure timing that could affect a long-term financial plan. Investment structure, retirement account coordination, and tax-aware strategies can help keep more capital working toward long-term goals.
Risk management is addressed through diversification, liquidity planning, and reviewing insurance protection strategies that may help guard against unexpected events.
When these factors are identified and mitigated properly, financial plans and investment portfolios can benefit.
Tax & Risk.
ID & Mitigate.
YOUR MONEY GETS A MISSION
How It Works
Immediate Value
① We deliver a free Financial Health assessment before you sign anything.
8-min onboarding with Elements enables our Discovery Meeting assessment of your financial strengths, areas for improvement, and how it compares to others.
Personal Wealth
② Choose Financial Planning, Investment Management, or select both for a discount.
We put your Money on a Mission with careful listening, focused plans, great portfolios, & real estate advice for owners, investors, and the real-estate curious.
Business Wealth
③ Owners, we integrate, plan, and manage your personal and business finances and assets.
Your business gets properly integrated into your financial plan, portfolios, and real estate advice. Plus, we help your business launch, grow, or prepare for exit.
Blaze your own trail
We also help clients prepare their personal finances for business launch, then advise on business finances and decisions for launch, growth, and exit.
Guided Next Step
Next Step → Services
Keep moving forward with purpose—tap the button below to continue the tour and see every service in action.