Who We Are

Over the years, we have found that a collaborative approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a world of complex financial minutia and a plethora of advisors from which to seek professional advice. We humbly invite you to discover and experience the power of our services as we believe our services have significant benefits for our clients. Whether you need opinions from several sources with diverse backgrounds, education, and experience to a one-on-one, hands-on approach to walk you through viewing your account online for the first time, we are available to assist you with any need, any way we can. Furthermore, no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow through.

We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something you see sparks a question, please send us a quick email or call our office. We would be honored to speak with you.

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Our Mission

We at Oculus Financial Group desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and tools to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally, and personally. We provide frequent, consistent and valuable contact with our clients to educate and inform them, so that proper decisions can be made going forth. We enjoy the process in building a trusting relationship with our clients and want to get to know them best so that we may better service their needs.

We engage with our clients on a regular basis as a result of the numerous social events and outings we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.


“The speed of your success is limited only by your dedication and what you’re willing to sacrifice”
— Nathan W. Morris

What We've Achieved

“We make a living by what we get, but we make a life by what we give.” 
~ Winston Churchill