About Us
We're here to help!
If you’ve even looked back at the end of the month and asked, “Where did all our money go?” than you’re in the right place. We provide professional financial advice to individuals and couples to help clients gain full control over their money.
We’re not your “typical” financial adviser or wealth manager whose primary focus is on managing your investment (mutual funds, stocks, bonds, etc.) We focus exclusively on your day-to-day financial activities and put a plan in place that makes sure that your money works hard for you.
We start with identifying your goals and objectives and overlay general financial planning principles that are essential to the success of any financial plan. From there we custom tailor both the short-term activities needed to begin the process of meeting your short, medium, and long-term goals.
“One Size Fits One”
Every situation is different and so should each financial plan. Our goal is to establish financial processes and habits that accomplish your goals based on your risk profile, financial situation and overall preferences. We overlay all of this with industry leading technology and data analytics that allows both you and Ohashi Advisors to monitor your progress real-time and immediately adjust when and if situations change.
Connect with us today to start moving your financial plan in the right direction.