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 there safe and financially sound.

Who we are

A fee-only financial planning and investment management firm helping our clients get their financial concerns addressed without worrying about excessive fees nor conflicts of interest.

Who we serve

Busy Gen X, working professionals and corporate executives based out of Los Angeles and Orange County. We help these professionals by connecting them with our generation X financial planners in Los Angeles and in Orange County.

Why we exist

Most people need simple, practical solutions and not all solutions should require you to have a minimum net worth to receive help from a high quality financial advisor.

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