Insights

Niche Market Focus Otium Financial Planners specializes in providing personalized financial planning services, presenting an opportunity to tailor premium offerings and advanced financial tools to meet their clients' future planning goals.

Growth Potential With annual revenue between 10 million and 25 million and a small team of 2-10 employees, there is significant potential to expand their digital services, marketing outreach, and partnership opportunities to scale their business.

Technology Utilization Their use of cloud services like Amazon Web Services and marketing tools like FMG Suite indicates openness to digital solutions, suggesting opportunities for integrations that enhance client engagement and operational efficiency.

Competitive Positioning Operating in a competitive landscape with large firms like Fidelity, Charles Schwab, and Merrill Lynch, Otium can leverage bespoke, localized financial planning services to differentiate itself and attract clients seeking personalized advice.

Client Engagement Strategies Given their emphasis on future financial planning, there is an opportunity to offer advanced client engagement platforms, such as financial dashboards or education content, to deepen client relationships and increase retention.

Otium Financial Planners Tech Stack

Otium Financial Planners uses 8 technology products and services including Facebook Pixel, Amazon Web Services, Open Graph, and more. Explore Otium Financial Planners's tech stack below.

Facebook Pixel

Analytics

Amazon Web Services

Cloud Hosting

Open Graph

Content Management System

FMG Suite

Content Marketing

Zoho

Customer Relationship Management

Font Awesome

Font Scripts

Zepto

Javascript Libraries

Facebook

Widgets

Otium Financial Planners Email Formats	Example	Percentage
First.Last@otiumfinancialplanners.com	John.Doe@otiumfinancialplanners.com	50%
First.Last@otiumfinancialplanners.com	John.Doe@otiumfinancialplanners.com	50%

Otium Financial Planners Email Formats

Example

Percentage

First.Last@otiumfinancialplanners.com

John.Doe@otiumfinancialplanners.com

50%

First.Last@otiumfinancialplanners.com

John.Doe@otiumfinancialplanners.com

50%

Frequently Asked Questions

Where is Otium Financial Planners's headquarters located?

Otium Financial Planners's main headquarters is located at Willoughby Hills, Ohio United States. The company has employees across 1 continents, including North America.

What is Otium Financial Planners's phone number?

You can contact Otium Financial Planners's main corporate office by phone at

+1-440-252-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Otium Financial Planners's official website and social media links?

Otium Financial Planners's official website is otiumfinancialplanners.com and has social profiles on LinkedIn.

What is Otium Financial Planners's NAICS code?

Otium Financial Planners's NAICS code is 52 - Finance and Insurance.

How many employees does Otium Financial Planners have currently?

As of February 2026, Otium Financial Planners has approximately 6 employees across 1 continents, including North America. Key team members include Senior Consultant: C. T.. Explore Otium Financial Planners's employee directory with LeadIQ.

What industry does Otium Financial Planners belong to?

Otium Financial Planners operates in the Financial Services industry.

What technology does Otium Financial Planners use?

Otium Financial Planners's tech stack includes Facebook PixelAmazon Web ServicesOpen GraphFMG SuiteZohoFont AwesomeZeptoFacebook.

What is Otium Financial Planners's email format?

Otium Financial Planners's email format typically follows the pattern of First.Last@otiumfinancialplanners.com. Find more Otium Financial Planners email formats with LeadIQ.

When was Otium Financial Planners founded?

Otium Financial Planners was founded in 2015.

Otium Financial Planners

Q: How many employees does Otium Financial Planners have currently?

Otium Financial Planners has approximately 6 employees.

Financial ServicesOhio, United States2-10 Employees

Planning Your Future - It's one of the most important things we can do, but it's also the most overlooked. Here at Otium Financial Planners we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you. 



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.
Otium Financial Planners is not affiliated with Kestra IS or Kestra AS.

This profile 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 512-697-6000. www.finra.org and www.sipc.org

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