Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Our History
Years of experience have prepared us to guide you through your life transitions.
Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Infinite Resources
Want to learn more about retirement, social security, or estate strategies?
Welcome to the family
Oban is a private, independent financial firm providing advice, planning and investment strategies tailored to the individual needs of our clients. Our firm provides comprehensive, fee-based investment strategies for a lifetime of investment needs ranging from wealth creation, to ongoing lifetime planning, and ultimately to wealth transfer.
Our goals are your goals
Our approach tries to adapt an investment strategy that focuses on your individual needs and goals, rather than using a preconceived plan. Oban has had particular success in working with companies and executives in the oil and gas and natural resources sector. We also work with individuals who may have non-traditional needs owing to their particular field of endeavor. Oban offers retirement planning from individual IRAs to major corporate 401(k) plans, and we work with a network of accountants and attorneys to establish planned wealth transfer plans.
We would be happy to consult on any situation in which you feel you need advice.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.