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Optimize Your Financial Decisions

Compound Your Confidence

Kevin Harrington Video

Who is Optimize Financial?

This video is an endorsement featuring an individual who received direct monetary compensation for their statements. Their experiences may not be representative of all clients, nor do they guarantee future success. There are no conflicts of interest that the Firm is aware of related to this endorsement.

Why Work With OFI?

We have a simple process to help our clients grow their wealth. We create personalized strategies based on their individual situations, then we guide them with white glove service.

The OFI Process

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The Plan

We're here to guide you in creating an effective financial plan for your future and helping set you up to accomplish your goals.

Financial Plan

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Our experienced team members will follow up with you every step of the way to help you execute the necessary actions so your plan can come to fruition.

White Glove Service

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The Execution

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The Coaching

Navigating your financial future can come with many distractions, but our team is dedicated to helping you stay the course with your long term decisions.

Wealth Planning
Mindset Coaching

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Optimize Financial's personalized financial solutions include financial planning, comprehensive portfolio management, estate planning, tax preparation, insurance planning, and employee benefits.

Have You Asked Yourself?

  • What investment opportunities should I pursue given my financial goals?

  • How can I minimize tax liabilities and optimize my financial planning?

  • How do I plan for retirement with an income that I won't outlive?

Get To Know OFI's Executive Team

executive team of optimize financial

Optimize Financial is a Registered Investment Advisor (RIA) that provides a family office approach to holistic, goals-based financial planning. At OFI, we are committed to equipping clients with a simple process to grow wealth with a positive mindset.

Stay Updated

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Optimize Financial Inc. (“OFI”) is a Registered Investment Adviser with the Securities and Exchange Commission. Additional information about OFI is available at https://adviserinfo.sec.gov. Registration as an investment adviser does not imply any kind of endorsement by any regulatory body, nor certain level of skill or training. This website is intended for informational purposes only and does not constitute a complete description of our investment services or performance, nor does this website constitute investment advice or an offer, solicitation or endorsement of securities with respect to any entity or for any investment strategy or vehicle. Nothing on this website should be construed as personalized financial, legal, or tax advice, nor should it be relied upon as the sole basis for making financial decisions. All investments involve risk, including the possible loss of principal. The information on this website is intended for U.S. residents only. Past performance is not indicative of future results, and there can be no assurance that the investments will achieve their objectives. Before investing, consider your financial objectives, level of experience, and risk tolerance. We encourage you to consult with qualified professionals regarding your specific situation. The opinions and projections presented here are subject to change without notice, and no representation or warranty is made concerning the accuracy of the information provided. Advisory services are only offered to clients or prospective clients where the Firm and its representatives are properly licensed or exempt from licensure. Investing through OFI is only available with an advisory agreement or other official offering documents.

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