Ohana Wealth & Life Planning, LLC is an independent, fee-only wealth management firm based in Seattle, Washington. The company was founded to provide a holistic alternative to the traditional wealth management model by integrating financial life planning with investment management. As a fiduciary, Ohana is committed to acting in its clients' best interests, helping them align their financial resources with their personal values and life goals through comprehensive and personalized financial strategies.

Founded in

United States