Octavia Wealth Advisors
Kemba Credit Union has teamed up with Octavia Wealth Advisors to provide members with individualized financial planning services. Octavia is an independent registered advisory firm (RIA) with a fiduciary duty to serve only your best interests. Their dedicated professional team includes Don Hughett, Ashley Seyberth, Brad Lauch, Stephanie Stegmuller, and Justin Setzekorn. This group of financial advisors has helped hundreds of members with financial services needs.
Octavia’s integrated team approach can be incredibly valuable for both corporate and individual clients. The team works to empower you to make informed decisions and take effective action toward meeting your specific goals. Don, Ashley, Brad, Stephanie, and Justin provide personalized guidance, innovative technologies, and broad resources to support your success.
Important Disclosures: Octavia Wealth Advisors, LLC (“Octavia”) is a Registered Investment Advisor (“RIA”). Octavia provides investment advisory and related services for clients nationally.
Octavia will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at https://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
Securities offered through Purshe Kaplan Sterling Investments Inc. (“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Octavia Wealth Advisors are not affiliated companies.
Insurance, annuities, securities products, and financial planning services are subject to investment risks, including the possible loss of principal invested (applicable to variable insurance and variable annuities), and are not credit union products or offerings, are not guaranteed by, or deposits or obligations of, Kemba Credit Union or any of its affiliates, and are not insured by the National Credit Union Association (NCUA) or any other federal entity.