Ohana Wealth Advisory

Ohana Wealth Advisory Helping to build wealth together, one family at a time. Ohana Wealth Advisory and Cambridge are not affiliated.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a
broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research
Advisors, Inc., a Registered Investment Adviser. Fixed insurance provided by Ohana Wealth Advisory. The views and opinions expressed herein are those of the author(s) noted and may or may not represent the

views of the Cambridge Investment Research or Ohana Wealth Advisory. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/24/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Wishing you a respectful and meaningful Memorial Day.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Celebrate a teacher this week, May 4-8th!
05/04/2026

Celebrate a teacher this week, May 4-8th!

Let's keep the spring vibes going! The Ohana ice cream cart spent the week with the wonderful staff at Lamphere High Sch...
04/22/2026

Let's keep the spring vibes going! The Ohana ice cream cart spent the week with the wonderful staff at Lamphere High School.

We are grateful to be featured in Royal Oak City Lifestyle and to be part of such an incredible community. This recognit...
04/17/2026

We are grateful to be featured in Royal Oak City Lifestyle and to be part of such an incredible community. This recognition is really a reflection of the people we’re fortunate to work with every day. Thank you for your continued trust and support. If you’d like to check it out, the article is linked below.

https://www.ohanawealthadvisory.com/trust-over-trends

Lamphere Schools is officially in "Spring Mode!" The Ohana ice cream cart stopped by the Board Office to provide some s...
03/25/2026

Lamphere Schools is officially in "Spring Mode!" The Ohana ice cream cart stopped by the Board Office to provide some sunshine, smiles and cold treats to their amazing staff!

From all of us at Ohana!
03/17/2026

From all of us at Ohana!

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Sw...
02/24/2026

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time.

Happy New Year! As we step into 2026, we’re taking a moment to reflect on the year behind us and look ahead to what’s ne...
12/31/2025

Happy New Year!

As we step into 2026, we’re taking a moment to reflect on the year behind us and look ahead to what’s next.

Here’s to new goals, fresh starts, and a year full of possibility!

The IRS announced new IRA and 401(k) contribution limits for 2026, and there's a lot to take a look at in the New Year! ...
12/30/2025

The IRS announced new IRA and 401(k) contribution limits for 2026, and there's a lot to take a look at in the New Year! Here's a breakdown:

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3315 N Campbell Road
Royal Oak, MI
MI

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