Committed to Legacy Preservation and Enhancement
for Over a Half Century
Okabena offers clients a dedicated and unified team of investment, financial planning, tax, client service and administrative professionals who embody our firm values:
Integrity
as a fiduciary, our clients’ interests always come first
Service Excellence
we have a purpose and passion for service and client satisfaction
Client Centric
everything we do is for the benefit of our clients
Collaborative
we operate and deliver our services as a team
3:1
Client to Employee Ratio
“The culture at Okabena is service driven with a team of dedicated professionals who always put the best interests of clients first.”
