Octave Wealth Advisors is an independent, SEC Registered Investment Adviser based in New York City. The firm operates on a fee-only basis, emphasizing its role as a fiduciary to act in the best interests of its clients. Its core services include personalized financial planning, discretionary investment management, retirement planning, and tax strategy coordination. The company was founded to provide objective, conflict-free advice to help clients navigate their financial lives and achieve their long-term goals.

Founded in

United States