Our Services


We provide comprehensive Financial Advisory & Investment Services, Retirement Income Plans, Estate Planning, and Business Services for Individuals, Company Owners, Corporations, Endowments, and Institutions.

Odingard Capital Management provides the following services:

  • Individual Financial Advisory & Investment Management
  • 401(k) Plan Design, Implementation & Management
  • Pooled Employer Plans - 401(k)
  • Pension Risk Transfer
  • Pension Asset Management
  • Actuarial Consulting
  • Community Bank Support Services
  • Bank-Owned Life Insurance
  • Individual & Group Defined Benefit Plan Design, Implementation & Management
  • New IRAs, Roth IRAs, and Simplified Rollover Services
  • Family Office Advisory & Investment Management
  • Private Foundation & Endowment Advisory & Investment Management
  • Institutional Advisory & Investment Management

OCM additionally provides the following services:

  • Comprehensive Portfolio Analysis
  • Financial Planning - Retire Distinctively™
  • Retirement Income Strategies
  • Tax Deferred Strategies
  • Tax Advantaged Supplemental Retirement Accounts (TASRA​)
  • Estate Planning - Wills, Trusts, HPOAs
  • Estate Conservation Plans
  • Turn-Key Pension Plan Design for Individuals and Companies
  • Business Succession Plans
  • Deferred Compensation Plans
  • Corporate Trusts, Shareholder Agreements, and Business Continuation Plans
  • Employee Financial Education Seminars

OCM Tax Advisors provide the following services:

  • Individual & Corporate Tax Services
  • Corporate Accounting & Payroll Support
  • Business Valuation Services