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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.