Stock Market Buzz Never Lasts.
Invest with Patience & Conviction.
We know how confusing financial decisions can be. It’s not something you’re taught. So, you’re forced to piece together financial information from sources with their own bias—and no accounting for your life. But with a trusted guide to provide personalized advice to filter current trends and help you follow a proven financial framework, you can make the most of your financial resources.
Our Financial Plans build wealth over time so you can confidently spend, save, invest & give.
RELATIONSHIP-FOCUSED
We start with a focus on building a trusting relationship, which guides everything we do.
BACKED BY RESEARCH
We conduct our own analysis to create individualized portfolios we stand behind.
REAL-TIME ANSWERS
We guide you through whatever comes up—with resources & timely communication.
STEADFASTLY OPTIMISTIC
We coach you to invest with patience, and provide encouragement along the way.
Let’s Get Started.
Meet
Schedule a free Discovery consultation so we can listen to your goals and challenges.
Plan
Follow your hand-crafted Financial Review Plan to reach your goals with confidence.
Grow
Develop your Personal Money Mindset, with choices for your family & your wealth.
Our clients with a solid financial plan have more opportunity to live their life with purpose.
O’Keefe Stevens’
Planning With Purpose ™
Scroll Over or Tap each step to learn more.
1. Discovery Phase
We listen closely to your plans and goals through the early stages of our work together. As a fiduciary, we place your interests first.
2. OSA Financial Review
Our team is here to serve you with timely communication and support, leveraging education and technology in a simple, straight-forward manner.
3. Investment Insights Report
Your Investment Insights Report reflects personalized investment recommendations based on our disciplined value investing philosophy.
4. Personalized Client Support
Always just a phone call or email away, we provide individual meetings, quarterly writings and investor calls so you stay in the know about your retirement investments.
Check Your Retirement Readiness in Just 3 Minutes.
Start your journey to financial confidence with a bit of instant clarity.
In Our Clients’ Words
Our 2023 Client Survey results are in. Click Play to hear what our clients have to say about our role in their lives as a partner and trusted guide.
Our Work
We believe our service cannot be truly quantified in numbers, but here are a few to give you an introduction.
*As of 9/30/2024
Contact Us Today
We look forward to hearing from you.
Call (585) 340-6538