Who We Are
Ohana Wealth Advisory was established in 2022 in Berkley, MI. In 2024, the office moved to our renovated building in Royal Oak, MI. Our firm was founded with the goal of assisting our clients and their families in every aspect of their financial lives. We want to learn more about your
personal situation, identify your dreams and goals, and provide you with the highest level of service at every turn. With over 50 combined years of experience advising clients on all aspects of financial planning, we bring deep insight as well as an “outside the box” approach to investing
and preserving wealth.
What We Do
Our firm is dedicated to helping individuals, families, and public-school employees through a detailed and
personal approach. We provide customized financial planning and solutions centered around your
individual and family needs. We work closely with our clients to assist them with retirement guidance,
asset allocation, tax reduction strategies, estate planning, and insurance needs.
Our primary commitment is to help you pursue the financial future you are dreaming of. Whether you want
to give back to your community, plan a legacy for your loved ones, or just live comfortably during retirement,
we can help you get there.
Why We Do It
Providing sound, experienced, financial guidance within our warm, family-like atmosphere gives us a great
sense of pride and fulfillment. We genuinely care about making a positive impact in the lives of others, our
community, and the school districts that we service throughout Michigan – some for over 20 years! We are
immensely proud of the fact that we have served many of our clients for decades and continue to care for them and their families throughout multiple generations.
Our Commitment to You
At Ohana Wealth Advisory, we operate as a fiduciary therefore, we are completely independent and not tied
to any proprietary products or commission-based sales quotas. Our entire team is committed to putting
your interests first, and we believe that our clients appreciate our loyalty, integrity, kindness, and our
transparent approach.
Our financial products and services are offered through Cambridge Investment Research, which are tailored
to your individual needs - no one strategy fits everyone. Cambridge has over $137 billion in assets under
advisement, 900 home office associates, and over 3,800 independent registered representatives serving hundreds of thousands of clients across the US.