Occidental Asset Management, LLC

Occidental Asset Management, LLC is a wealth management firm in Winter Springs, FL. Founded in 2001, the company operates as a fee-only registered investment advisor. It serves individuals seeking personalized financial planning and investment management, with specific focus on pre-retirees, retirees, families, entrepreneurs, equity holders, and international clients. The firm is known for creating cohesive plans that integrate investment strategy with broader financial life planning, adapting to life changes and unique client circumstances.

The firm’s approach is grounded in a fiduciary model where advisors are paid exclusively by clients, avoiding commissions or outside institutional payments to minimize conflicts of interest. Advisors emphasize a two-sided relationship built on mutual trust, offering advice that reflects their own experience. Their methodology incorporates behavioral finance and financial psychology to understand how clients feel about money and why they make certain decisions. This allows the firm to build strategies that align with client values, goals, and life transitions. The company emphasizes that a skilled advisor can add value beyond investment returns, often referred to as Advisor’s Alpha, by supporting the full picture of financial well-being.

The business holds a rating of 5.00 based on customer reviews. It is located at 220 E Central Pkwy, ste 3045 in Winter Springs, FL.