We are Otium

“OTIUM” is Latin for leisure, spare time, holiday, or ease. This special stage allows you to do the things you want to do, not need to do - more time with family, traveling, or life passions. It is our goal to get you to there.

Who we are

A fee only financial planning firm helping our clients people get their financial concerns addressed, without worrying about excessive fees nor conflicts of interest.

Who we serve

Busy Gen-X and Y professionals and executives that live anywhere in the United States.

Why we exist

When it comes to finances, most people need simple, practical solutions and not all solutions require you to be wealthy right off the bat.

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