​Welcome to Optimum Capital Strategies, LLC

We are an independent, fee-only financial advisory firm. We provide financial planning, investments, and diversification strategies.​

East Lake, La Pine, Oregon.

​​How we are different from other advisors: 

  • We provide free certified financial planning to our customers. Initial and over the years. It is part of being our client. Thank you.
  • We do not accept income from any other source other than our clients. Not mutual funds, not commissions, not trailers, nothing.
  • To us you are not just a number or an account in corporate America. We develop close personal relationships with our clients.
  • We provide unique services not available at many wealth management firms (see: How We Help).