Orange County Investment Group

Established in 2007 by experienced financial professionals Steve Meyers and Audrey Hong, Orange County Investment Group (OCIG) has become a trusted name in comprehensive financial planning and investment management. With over 40 years of combined expertise, our team has guided individuals, families, and businesses towards achieving their financial goals and navigating life's financial complexities.

Our Vision and Values

Our mission is to empower our clients through personalized financial planning and strategic investment management. We prioritize:

• Client-centered approach: We prioritize understanding your unique financial goals and concerns, and tailor our strategies accordingly.
• Comprehensive analysis: We conduct thorough assessments of your financial situation to identify potential risks and opportunities.
• Transparency and communication: We believe in open communication and regular updates to ensure you feel fully informed and engaged in your financial journey.
• Sustainable growth: We focus on building diversified portfolios and implementing robust risk management strategies.

Investment Management

• Customized portfolio construction and management
• Regular portfolio reviews and performance analysis
• Holistic approach to asset allocation and risk management
• Access to a diverse range of investments

Financial Planning

• Goal setting and financial planning
• Retirement planning and optimization
• Estate planning and wealth transfer
• Tax planning and optimization
• Insurance review and analysis

Specialized Services

• Business retirement planning
• Family office services
• Wealth preservation strategies
• Multi-generational planning for affluent families

Client Testimonials and Recognition

Over the years, we have had the privilege of serving over 250 clients and their families. Our clients consistently praise our personalized approach, attention to detail, and commitment to their financial success.

Why Choose Orange County Investment Group?

• Experienced and certified financial planners and investment professionals
• Personalized and tailored financial plans
• Comprehensive and transparent approach
• Strong track record of client satisfaction
• Commitment to open communication and collaboration