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’ interest 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.”

Courtney A. Grimsrud

Senior Client Relationship Manager

Okabena Company

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