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About Us

Our Company

Our Company

Optify Financial is a boutique wealth management and financial planning firm serving working professional families and retirees. We are driven to impact our world and utilize sustainable and socially responsible investment strategies where appropriate, on a client-by-client basis. 

You should also be aware that we prefer not to chase the latest overhyped IPO and try to avoid overly complex trading strategies. We believe in a thoughtful, straightforward investment philosophy - long-term investing with an emphasis on quality and diversification. All three of these elements work together. Our philosophy is one of the ways we can help you make sense of investing.

Through diligent planning processes and risk mitigation strategies, we aim for our long-term investor clients to feel confident in their financial stability and trajectory. When they do, we've done our job! 

Our Core Values

We believe the foundation of a good company begins with something as simple as putting the customer first. We also feel it's important that businesses have a positive impact on people, the planet, and profits. This common sense approach to business is demonstrated by the six Core Values that guide our firm: 

  • Put People First
  • Listen and Respond
  • Include Everyone
  • Innovate Continuously
  • Lead by Example
  • Give Back to Others

Giving back is part of our core. At a minimum, 2% of our corporate profits will be directed towards charities or community projects focused on environmental stewardship and on building the hearts, minds, and bodies of our youth.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Optify Financial can help you every step of the way. In addition to managing and striving to grow your money, the experienced staff at Optify Financial aspires to provide a continued education that will strengthen our working relationship. While we cannot control the markets, we can control our effort. Know that you'll get our absolute best.

Fair dealing and doing what's right for the client every single time are hallmarks of the Optify Financial experience.