About Otium Financial Planners

Our mission is to get to know you and understand your needs, wants, and long-term goals. Our commitment to you is to utilize all of our resources to help you pursue your goals — while our energy and efforts remain focused on you, the client, and your satisfaction.

Our Approach

Built Around You

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Every relationship begins with a conversation.

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Client Centered

We begin every relationship by helping you identify and prioritize which goals matter most. From the start, we talk about your aspirations and encourage you to ask questions about the issues that matter most to you. Our goal is to help you make the best decisions possible — guided by a strategy that actually helps you reach your goals.

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Working Together

Over the years, we have found that a team approach can be an effective method for helping clients navigate the complex financial-services world. With our understanding of personal finance and our training as financial professionals, we educate individuals in an easy-to-understand manner so they can grasp financial concepts and use them to pursue their goals.

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Our Strategy

No one strategy fits everyone, which is why every client receives our undivided attention — from planning to execution to follow-up. We take a proactive approach to developing a strategy that addresses your financial goals, using the most efficient methods available. We strive to anticipate challenges before they occur and keep you on track toward a meaningful financial future.

Focused on Your Story

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

"Your story is the greatest legacy that you will leave to your friends. It's the longest-lasting legacy you will leave to your heirs."

— Steve Saint

What We Believe

Our Core Values

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Fiduciary Responsibility*

As a fiduciary, we are always looking out for your best interests — not our own. This includes looking at all aspects of your financial life. We start by learning what matters most to you, what your goals are, and when you want to achieve them.

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Transparency

We believe you should always know what you're paying for and why. Our fee structure is clear and straightforward — no surprises, no hidden costs. We separate planning fees from investment management fees so you have complete visibility into every dollar.

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Education First

We have developed a reputation for educating individuals in an easy-to-understand manner. We want you to grasp personal finance and use those concepts to pursue your financial objectives — because informed clients make better decisions.

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Long-Term Thinking

Planning is a process of setting goals, developing strategies, and scheduling the tasks to accomplish them. At Otium, we utilize a goal-based approach to help you tell and build your story — planting seeds today for a harvest tomorrow.

Ready to Start Your Financial Journey?

Our site is filled with educational videos, articles, and calculators. And when you're ready to talk, one of our team members will be happy to answer any questions you have.

Talk with an Advisor

^*The Fiduciary Duty standard of care applies to investment advisory services and includes duty of care for duration of advisory-client relationship. Other standards may apply in certain circumstances. Fiduciary standards or fiduciary duties do not apply, for example, when offering insurance or brokerage products/services. Please see advisor’s Client Relationship Summary (form CRS) for scope and terms of relationship. www.kestrafinancial.com/disclosures