Octavia Wealth Advisors Case Study

Octavia Wealth Advisors is an RIA focused on building lifelong partnerships with its clients. After 30 years in the broker-dealer space, the partners at Octavia decided to go independent. In order to accomplish this switch, they needed a powerful wealth management platform configured to their specific needs to meet their fiduciary duty to their clients. 

The team at Octavia partnered with us, and together we chose the Envestnet unified advice platform. We helped Octavia implement the platform, design the workflows, and transition $1 billion in assets.

With our help, Octavia has been able to: 

  • Increase engagement with its client portal 
  • Offer custom portfolios and rebalancing
  • Promote compliance 
  • Take advantage of international investment opportunities 
  • Pay their advisors what they are due

“Our investment in LibertyFi and Envestnet has increased productivity. A $20,000 client RMD used to be time-consuming for an advisor who would have to manually compute the trading percentages. Now, they can utilize the ‘raise cash’ feature, and trading is done for them. This kind of efficiency allows our advisors to focus on adding client value.”

– Justin Setzekorn, CFP®, Partner/Wealth Advisor

To learn more about how Octavia Wealth Advisors was able to scale their practice and increase their agility, read the full case study. For a look at all of our case studies, click here

Reach out to our team at any time—we’re happy to help you achieve your goals! 


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