Welcome to Octant Financial
Personalized wealth management and real estate exit planning solutions.
The Firm
Octant Financial offers objective, personalized wealth management and real estate exit planning solutions to individuals, businesses, and nonprofit organizations.
As a completely independent, fee-only, investment firm we are free to fulfill our vision of putting client goals ahead of everything else.
Octant Financial is part of a network of 7,000+ independent Investment advisors who collectively manage over $1.3 Trillion in client assets.
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Contact us today to learn more about our services.
Latest News
Oppose the Proposed Restriction on 1031 Like-Kind Exchanges for Real Property
Write to your Member of Congress and Senators to urge them to oppose restricting Section 1031 like-kind exchanges. As part of the American Families …
