OCN Group

Securing brighter financial futures for
clients and their families.


OCN Group provides a holistic financial
and wealth planning experience.

OCN Group

Who We Are

OCN Group secures brighter financial futures for companies, individuals, and families. Our commitment to doing the right thing by our clients has not changed over the years, and we still strive to retain a small-firm feel with close personal service, even though we have grown in size, stature, and market experience from our earliest days.

We use sophisticated planning tools and our vast collective knowledge to provide a holistic financial and wealth planning experience for clients big and small. By understanding the big picture, we can address all areas of need. Working closely with our clients helps us gain a better understanding of who you are, where you are now, and what it is you are striving to achieve for the future. Regular communication helps us keep on the right track.

Getting to know each other much better is helped by having a dedicated and committed account manager assigned as your main point of contact. Their job is solely to guide you along the path to achieving your financial goals, respecting your risk tolerances and other personal preferences.

What we do


When searching for ways to make the best use of your available liquid capital, starting sooner than later in diversified holdings is the best way to ensure your family’s future financial security.

Personal Attention

Your dedicated account manager will harness their experience and extensive market knowledge to ensure your financial well-being and serve as your fiduciary in the investment markets.

Sustainable Investing

As technology has improved, it is now easier to implement Socially Responsible Investment and Environmental, Social, and Governance strategies while still generating good returns.

Legacy Services

While all wealth management and investment companies aim to increase your assets' value, few go the extra mile and help prepare the next generation of custodians to manage the family’s financial well-being.

High Net Worth Program

Our HNWI service raises the bar by offering additional features such as access to exclusive and institutional level opportunities with a tailored and close relationship with one of the senior members of our team.

Planning Ahead

Our holistic approach to wealth management provides us with the information we need to cover all the bases and address whatever issues our clients are currently facing or are likely to face in the future.