We are Orgallic

This is What we do

We call them our F.A.I.R. Services: Fee-only, Aligned, Integrated, & Refined

Our two core offerings include everything in our Comprehensive Approach:

Fee-only & Aligned


Our comprehensive Wealth Management services are designed to help you grow and protect your financial assets. We take a holistic approach, integrating Investment Strategies with personalized Financial Planning to align with your unique goals.

Our fee-only Wealth Management services prioritize transparency and align our interests with yours to ensure that you receive the best support for your financial journey.

* Subject to a $250,000 minimum relationship size, which may be waived at management’s discretion.

Integrated & Refined


We integrate comprehensive Financial Planning into our Wealth Management services.

Whether you’re planning for retirement, saving for education, or managing debt, we’ll create a customized plan to help you reach your goals and make informed decisions for your future.


Learn more about the Differences

We bring the M.E.T.R.I.I.C.S. System™ into the equation!

Always included—either deeply or at a high level—depending on your needs as we build strategies and make recommendations.

Ensure you have the right healthcare coverage without unnecessary costs.


We help you navigate Medicare options, compare plans, and optimize coverage based on your health needs, retirement plans, and financial situation.

Protect your legacy and ensure your wishes are carried out.


Estate Planning can range from simple to complex. We guide you through estate planning essentials, working with attorneys as needed to structure wills, trusts, and beneficiary designations to minimize taxes and legal complications for your heirs.

Minimize your tax burden and keep more of your wealth, not just today but throughout your lifetime.


We implement proactive tax strategies like Roth conversions, tax-efficient investing, income timing, and gifting to optimize your tax situation and enhance wealth transfer, ensuring you retain more of your earnings for yourself and your heirs.

*we help with strategies to optimize your taxes. You or your CPA will still be responsible for filing your taxes.

Prepare for a fulfilling retirement.


We assess your financial resources, expected expenses, and lifestyle goals to create a retirement plan that balances security, growth, and flexibility.

Ensure your portfolio matches both your goals and your risk tolerance.


We design and manage* a tailored investment portfolio focused on risk management, diversification, and long-term growth aligned with your financial objectives.

*For our Financial Planning only offerings, we help you with your allocation but we do not continuously manage your investments.

Protect what you’ve built—and the people you care about.


We help you evaluate your coverage needs—like life, disability, long-term care, and liability insurance—to manage financial risks that could disrupt your goals. We don’t sell insurance, but we work with you (and your insurance professionals) to make sure your policies align with your broader financial plan.

Manage your income for stability and flexibility.


We analyze your income, expenses, savings habits, account types and overall strategy, helping you structure a cash flow plan that maximizes efficiency while ensuring financial stability.

Optimize your benefits within your overall plan.


We help you evaluate the trade-offs of various claiming strategies and timing, integrating them with your overall retirement income plan and family situation to maximize your lifetime benefits.


M.E.T.R.I.I.C.S. System™ Disclosures

Our BMW: the B.A.T.C.H.™ Model Workflow


Goals-Based and Risk-Based

Why limit yourself to one when combining both reflects how unique you are?

Your Life is the Priority

We start with your journey before talking money.

One Fee

Clear and transparent—with no fine print.

Tactical Passive Indexing

Getting you value where it matters most.

Financial Planning and Investing

Coexisting to uplift your aspirations.


B.A.T.C.H.™ Model Workflow Disclosures

The Grab a B.I.T.E.™ Style



We like Top Down Analysis

We emphasize the importance of harmonizing traditional financial wisdom with modern approaches to achieve optimal results.

We believe in Choice and Diversification

We incorporate global investment opportunities, to enhance diversification and provide exposure to international markets. We involve you in making these decisions to ensure they align with your values.

We get Value where it Matters Most

We focus on making tactical adjustments to passive ETF strategies to anticipate changing market conditions and maximize returns.

We think You Deserve to Know

We provide you with the resources and knowledge needed to feel confident and informed about our recommendations.


Grab a B.I.T.E.™ Style Disclosures

We like transparency – see our fees below.

0.9% fee*

Comprehensive Financial Planning is included in our Wealth Management services.

We charge a fee that’s a percentage of the value of the investments we manage, debited directly from the account:




0.9% on all assets up to $5 million*

One fee. Clear & Transparent.
* Subject to a $250,000 minimum relationship size, which may be waived at management’s discretion.


$0 on all assets above $5 million – you read that right!

We don’t spend that much more time and resources helping you manage your money beyond that, so capping our fee allows us to reduce potential conflicts of interests and helps you keep your hard earned money!

We integrate comprehensive financial planning into our wealth management services.

Standalone plans and hourly consulting may be available in select situations. Rates vary.

We do not earn any revenue through commissions or kickbacks. For more information, take a look at our Form ADV.

Additional Fee Disclosures

Here’s how we are G.U.I.D.I.N.G.™ you on your financial journey – in 7 Steps.

15-30 minutes Meeting


In this step, we’ll have an open discussion to determine if we’re the right fit for each other and explore how we can help you achieve your goals.

Behind the Scenes


You’ll share important financial information and statements, while we conduct a behind-the-scenes review to assess your current situation.

15-30 minutes Meeting


We’ll outline how we can best support you on your financial journey and formalize our relationship – this is when you officially hire us!

1-2 hours Meeting


Together, we’ll delve into your dreams and goals to craft a tailored financial strategy that suits your needs.

1-2 hours Meeting


Finally, we’ll present your strategy and take actionable steps to bring your financial vision to life.

But wait, we said 7 steps! We wouldn’t be doing you a favor if we stopped there.

Ongoing Meetings – at your preferred pace!


With your plan in motion, we engage in ongoing conversations to provide updates and education on trends and strategies to ensure you remain confident in your financial plan.

Yearly and ad-hoc reviews


That’s right—the last step is the entire process all over again. As your life evolves, so too should your plan. Fine, we’ll skip the G.U.I. and go straight to the D.I.N.G. We’ll continuously monitor and review your strategy to ensure it remains aligned with your needs and aspirations.


G.U.I.D.I.N.G.™ Process Disclosure

This is our Story


I’ve witnessed the highs and lows of financial situations, and I know firsthand what it’s like to feel anxious about money. At 17, I found myself homeless, which gave me a unique understanding of the dreams and aspirations of those who start with nothing.

I’ve seen both sides of the financial advice coin: cookie-cutter solutions and advisors who focus solely on goals without considering the risks you face. That’s why I founded Orgallic—I believe we can do better. By combining risk assessments with goals-based financial planning, we develop personalized plans that genuinely reflect your unique circumstances while addressing the challenges that might impact your success.

Be the exception, not the rule.

See Full Bio










Victor P. Davidenko, Founder

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