How many people will I be communicating with at Otium?

Otium Advisory is a boutique planning and advisory firm. We are not a multi-national bank, brokerage house, nor insurance company. In other words, you are not a number to us. You are family. Deciding to unveil and share your financial concerns require a leap of faith. And in turn, we want to acknowledge the act of trust and get to know you on a deeper level. We strongly believe all of our clients deserve to be treated equitably regardless of your net worth or financial status. This means you’ll have one-point in contact at all times. No shuffling around from one representative to another. And we plan on keeping our firm small enough, where we do not compromise quality and the relationship.