About Us
About Occidental Asset Management, LLC
Founded in 2001, Occidental is a fee-only registered investment advisor (RIA). We help people feel safe and confident about how they manage their money and how their financial life supports the life they want to live.
We are committed to your financial health. After family and personal relationships, we believe there are few things more personal than your relationship with money.
Our approach is built on a few key principles:
Fee-Only, Fiduciary Model: We are paid only by you. We do not take money from outside institutions or earn commissions on the actions we take. This minimizes conflicts of interest and helps keep our focus solely on your best interests.
A Two-Sided Client Relationship: We believe trust goes both ways. We’re honored that you trust us with your story, and we’re privileged to share ours with you. We only give advice we have worked through ourselves.
Behavioral Finance and Financial Psychology: We look at both why you make financial decisions and how you feel about money. This understanding helps us serve you more effectively and build a plan that fits your life.
The Occidental Difference
Research shows that working with a skilled advisor can add significant value beyond investment returns alone. This additional value, often called Advisor’s Alpha, comes from the comprehensive way we support your financial life.
Our advisors focus on the full picture of your financial well-being, bringing together investment strategy, planning expertise, and financial coaching to help you achieve lasting results.
How we add value:
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Help you avoid costly emotional decisions during market volatility.
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Create efficient spending plans that help sustain your lifestyle long term.
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Position investments across taxable and tax-advantaged accounts to help improve after-tax returns.
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Utilize low-cost strategies like ETFs and stock baskets to help reduce fees.
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Maintain your portfolio’s target risk level and navigate market fluctuations.
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Build a customized, diversified portfolio designed to weather market cycles.
We call this true advisor value, a combination of personalized, holistic planning and disciplined investment management that helps you feel confident about your financial future.
Sources:
Vanguard. “Putting a Value on Your Value: Quantifying Advisor’s Alpha,” August 2022.
Russell Investments. “Value of an Advisor,” May 2023.
Our Advisory Team
Our decision to become financial professionals was deeply personal. We saw friends and family struggle to find the objective and expert guidance they needed to plan for their future, and we wanted to change that.
With expertise in both personal finance and financial psychology, we help people better understand themselves and build the future they envision. Many of our Clients are family members, lifelong friends, and have become like family to us, and we are deeply committed to their long-term well-being.
Committed to Making a Difference
We donate a percentage of our yearly profits to foundations and charities, especially those created or supported by our Clients. Giving back is part of how we help make a lasting difference.
Elizabeth Nash Foundation
The Elizabeth Nash Foundation was established in 2003. It was created by her family to honor and perpetuate Liz’s lifelong example of giving and to continue her fight against cystic fibrosis (CF). The foundation is a donor-supported 501(c)(3) nonprofit public benefit charity. It is operated by a family board. There are no administrative costs or salaries. Donations are tax-deductible and go 100% to programs and benefits for individuals with CF.
To learn more, please visit the Elizabeth Nash Foundation.
SKY Memorial Foundation
The SKY Memorial Foundation’s goal is to improve the lives of the children who attend the SKY (Sarah-Kendra-Yuki) primary school in Shikharpur, Nepal.
To learn more, please visit the SKY Memorial Foundation.
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