I believe in the effectiveness of creating and maintaining strong client relationships. Since 2009, I have assisted individuals and families in paving a path for financial independence. At Octavia, we value building long-lasting and strong business relationships with our clients. We use a ...more

I believe in the effectiveness of creating and maintaining strong client relationships. Since 2009, I have assisted individuals and families in paving a path for financial independence. At Octavia, we value building long-lasting and strong business relationships with our clients. We use a client-centric model to design financial plans to each client’s needs based on their financial goals. We work together as a collaborative team in order to provide successful strategies for clients’ complete financial lives. Octavia Wealth Advisors, LLC ("Octavia") is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable.less