Initial Meeting

  • What to Bring - Start here to gather information needed to begin the financial planning process. ​However, we are happy to get started with as much or as little information as you want to bring in to the first meeting.
  • ​Money Personality - What type of investor are you?

Privacy Policy

Client Agreement

  • Client Engagement Standards - How we work with you and what you should expect.

Our Process

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248.731.7729
31600 Telegraph Road Suite 200
Bingham Farms, MI 48025
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©2021 OCTO Capital, LLC. OCTO Capital is a Michigan-based Investment Advisory Firm. 
​We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
​​Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan? You've come to the right place. Octo Capital is serving clients in Michigan, including Bingham Farms, Bloomfield Hills, Troy, Rochester, West Bloomfield, Birmingham, Farmington Hills, Rochester Hills, Sterling Heights, Shelby Twp, Livonia, and Northville. We also work with clients located in other states*. We provide comprehensive financial planning and investment management. Our services include retirement income planning, cash flow projections, tax-efficient placement of assets, strategic tax-loss harvesting, coordination of all income sources in retirement, detailed analysis of tax returns focused on tax-saving opportunities, and more.