Our Approach

Stay focused on your goals with our powerful one-two approach.

Your success story starts wherever you are.

Octavia welcomes you at any financial stage or income level—because creating a success story is a lifelong process. Although we’re experts at working with high net worth clients, we have no minimums. We believe that people with $100,000 deserve the same access to education and advice as those with $1,000,000 or more. Instead of arbitrary barriers to entry, we meet you where you are and provide what you need to continuously advance. That’s how champions stay focused and win big.

Our integrated team approach serves you for a lifetime.

Your dedicated Octavia advisor coordinates a team of experts to address your needs at every stage of life. These experts apply their collective intelligence to your complete financial picture, working to align all aspects in an optimal way. Over the course of a lifetime, you may benefit from some or all of the full range of services we make available to you.