Leave a legacy, not uncertainty

Get to Know Othniel Financial Advisory Services

At Othniel Financial Advisory Services, we believe financial planning is more than numbers—it’s about people, purpose, and peace of mind. As a Registered Investment Advisor (RIA), we bring decades of combined experience to every client relationship. Our team understands that no two financial journeys are alike, which is why we take the time to listen, learn, and craft strategies as unique as your goals. Whether you’re growing your wealth, planning for retirement, protecting your family, or funding a major project, Othniel offers the insight, tools, and personal attention you deserve. When you partner with us, you’re not just hiring advisors—you’re gaining a dedicated team committed to helping you build a legacy.

gray concrete wall inside building
gray concrete wall inside building

Our Mission

To empower individuals, families, and businesses with the knowledge and customized strategies they need to achieve financial freedom and create lasting impact. We are dedicated to providing the resources and support necessary to help our clients navigate the complexities of financial planning, ensuring that they are equipped to make informed decisions. Our goal is to build a community where everyone has access to the tools needed for sustainable growth and prosperity.

Our Vision

To redefine financial advisory services by blending expert guidance with a deeply personal approach—to ensure that every client not only feels informed and confident but also truly empowered and in control of their financial future. We believe that financial health is not just about wealth management; it’s about fostering lasting relationships that inspire growth, understanding, and clarity. Our goal is to be your trusted partner on the journey towards achieving your dreams and securing your legacy.

white and black abstract painting
white and black abstract painting
Dr. Gabriel Norman
PhD, MBA, Series 6,& Series 7
CEO of Othniel Financial Advisor Services

Meet Our Team

Our team of highly skilled advisors, planners, and strategists are united by a common goal: helping you navigate life’s financial complexities with clarity and confidence. With credentials that include PhDs, MBAs, and industry licenses like Series 6 & 7, we bring both expertise and compassion to every interaction.

Othniel Financial Advisory is a Registered Investment Advisory (RIA) Firm. (CRD#285376)

What is a Registered Investment Advisor (RIA)?

A Registered Investment Advisor (RIA) is a professional financial advisory firm that is registered with the U.S. Securities and Exchange Commission (SEC) or state securities authorities. RIAs have a fiduciary duty to act in the best interests of their clients, providing personalized investment advice and financial planning services.

🔗 Check our RIA status here: SEC Investment Adviser Public Disclosure

We’re more than advisors—we’re your partners in success.