You, us and a yellow pad.
That’s the starting point—conversation to understand who you are and what’s important to you. From there, our work is about giving you financial peace of mind.
We don’t rely on formulaic questions with multiple-choice answers. We don’t simply “bucket” you into “risk categories.” Rather, we explore what brings you to us at this moment in time, your backstory and what lies ahead.
Read our latest quarterly insight.
Each quarter, our team shares a Review and Outlook. We cover market moves, stocks, bonds and our view on risks and opportunities that lie ahead.
Get to know us and our perspective:
What's on your mind?
You're here for a reason
Maybe you have money in motion—or will soon—from the sale of an asset or an inheritance. Perhaps you’re planning a business transfer or succession. Or, maybe you’ve made money and just want to enjoy life, confident that your wealth is being looked after.
We can help.
Oarsman Capital, Inc.
- Independent Registered Investment Advisor (RIA) since 2000
- Fee-only fiduciary
- Wisconsin-based with national client presence
- Average advisor experience: 20-plus years
- Employee-owned
We believe an essential element of financial success is understanding each client's unique circumstances.