Ready to Get A Fatter Wallet in 2024?

What Do You Get?

  • A Private CFO® who is dedicated to creating a financial plan that fits your budget and goals.
  • A dedicated team that will help your family build a leaner budget, a fatter wallet, and a bigger net worth.
  • We help you breathe easier® about life!
graphical user interface, text, application, chat or text message

What We Do:


  • Making Money Is Fundamental To Building Your Net Worth


  • Once You've Made Money, How do You Keep It?


  • Now You Have Money, How Do You Make It Work For You?


  • The Most Important Economy Is Your Personal Economy

How We Get Compensated:

We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.

  • 1.

    Fee for financial planning & advice

    and or

    (Hourly, Flat Fee, Ongoing Monthly Retainer) - Where We Act As Your Private CFO®.

  • 2.

    Fee for managing your assets

    and or

    Done As A Percentage Of Your Managed Assets.

  • 3.

    Insurance products sold separately

    and or

    Handling Your Family Risk Management Needs.

What We Don't Do

We DON'T represent any product companies

We DON'T take kickbacks from product companies

We DON'T try to hard sell you a bunch of insurance policies

We DON'T ever compromise our fiduciary standards

Sign Up

Sign up for our exclusive Sunday Paper with a weekly market commentary, insightful personal finance blogs, and life changing education guides.

Email sign up

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.