Online Capital Management

At Online Capital Management we partner with companies and individuals alike to provide clear, impartial financial advice. Unlike many wealth management firms, our loyalties lie only with our clients.  Whether you are an employer hoping to engage, educate, and retain top talent or an individual seeking a financial advisor consulting company in San Rafael, CA, we are here to help!

We offer our clients customized institutional level benefits consulting, financial planning and investment advice that is never one-size-fits-all and is priced lower than most of our competitors.