Over Coffee Financial, LLC is a US-based Registered Investment Adviser founded by Isaac Presley. The company's mission is to provide comprehensive, unbiased financial advice specifically tailored to the unique needs of attorneys and their firms. Operating on a strict fee-only model, they do not earn commissions from selling financial products, ensuring their recommendations are solely in the client's best interest. Their services cover a wide range of personal finance areas, including investment management, retirement planning, student loan strategies, insurance analysis, and estate planning.

Founded in

United States