Owl & Ore Wealth Planning

Owl & Ore Wealth Planning is a Fee Only Financial Advisory practice, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Plans. We guide clients through their options related to Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock, Stock Purchasing Plans and more. Helping clients understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Owl & Ore can help you navigate the financial decision making process.