The M.E.T.R.I.I.C.S. System™ is a proprietary framework developed by Orgallic Wealth to guide financial planning across key areas, including Medicare, Estate, Tax, Retirement, Investments, Insurance, Cash Flow, and Social Security. Additional financial goals, such as education planning, may also be incorporated based on client needs.

Advice within the M.E.T.R.I.I.C.S. System™ may be provided at a high level or in-depth, depending on individual circumstances, objectives, and the selected service plan. While this framework offers a structured approach, recommendations are personalized and subject to change based on evolving financial and regulatory landscapes.

The M.E.T.R.I.I.C.S. System™ name and structure are proprietary to Orgallic Wealth and may not be used, reproduced, or modified without express permission.

The B.A.T.C.H.™ Model Workflow isn’t just a process—it’s the set of values we live by at Orgallic Wealth. It shapes how we approach financial planning and client relationships, ensuring that every decision is made with a focus on what truly matters.

This model helps us stay thoughtful and adaptable, balancing structure with flexibility to meet each client’s unique needs. While financial strategies may change over time, the principles behind B.A.T.C.H.™ stay the same: deliberate, authentic advice designed for real-life financial success.

The B.A.T.C.H.™ name and philosophy are proprietary to Orgallic Wealth and may not be used, reproduced, or modified without express permission.

The G.U.I.D.I.N.G.™ Process is Orgallic Wealth’s proprietary approach to initiating the financial planning and advising process, designed to provide structured yet flexible guidance tailored to each client’s unique needs.

The process outlined is intended for general informational purposes only and serves as a guideline. The specific steps and approach may vary based on the unique needs, circumstances, and goals of each client or prospect. Orgallic Wealth tailors its services to individual situations, and adjustments to the process may be made as necessary. Additional meetings, calls, or follow-ups might be required to ensure a thorough and personalized experience. This information does not constitute financial, investment, or legal advice. For personalized guidance, please consult with Orgallic Wealth directly.

The G.U.I.D.I.N.G.™ name and process are proprietary to Orgallic Wealth and may not be used, reproduced, or modified without express permission.

At Orgallic Wealth, Grab a B.I.T.E.™ isn’t just an investment strategy—it’s a philosophy that helps us make smart, balanced, and practical investment decisions. It’s about taking a disciplined approach while staying flexible enough to adapt to changing markets and individual client needs.

This philosophy guides how we build portfolios, manage risk, and seek opportunities, always keeping your financial goals at the center. While specific strategies may evolve, the core principles of Balance, International, Tactical, and Education remain the foundation of our approach.

The Grab a B.I.T.E.™ name and philosophy are proprietary to Orgallic Wealth and may not be used, reproduced, or modified without express permission.

Wealth Management vs. Financial Planning vs. Investment Management

Wealth Management is the full package—it includes both Investment Management and Financial Planning.

Investment Management focuses on building and managing your portfolio to grow and protect your wealth.

Financial Planning, on the other hand, looks at the bigger picture, covering things like retirement, taxes, estate planning, and cash flow to help you stay on track toward your goals. Together, they create a complete strategy for your financial future.

Financial Planner vs. Financial Advisor

A Financial Planner focuses on creating a personalized roadmap for your finances, helping you navigate major life decisions and long-term goals.

A Financial Advisor is a broader term that can include planners but also professionals who actively manage investments and provide specific financial recommendations. Think of a financial planner as your strategist, designing the big picture, while a financial advisor may also act as your portfolio manager, handling the day-to-day investment decisions.

At Orgallic, LLC, we are committed to transparency and fairness in our fee structure. To ensure that our services remain aligned with clients’ financial well-being, we adhere to the following policies regarding fees:

Annual Inflation Adjustment

To maintain consistency in pricing while accounting for inflation, the minimum relationship size and advisory fee tier thresholds will be adjusted annually based on the U.S. Consumer Price Index for All Urban Consumers (CPI-U). Adjustments take effect on January 1 each year and are rounded to the nearest dollar. Clients will be notified in advance of any changes.

These policies are designed to ensure fair and sustainable pricing while maintaining compliance with fiduciary standards.

The benefits listed on this website are part of our employee offerings and are intended to provide an overview of what we offer. Please note that these benefits are subject to change and may vary based on job position, location, and other factors. We reserve the right to modify, suspend, or discontinue any benefits at our discretion.

Additionally, this information is provided for general informational purposes only and does not constitute a contract or guarantee of employment. For more detailed information regarding specific benefits, eligibility, and terms, please refer to our employee handbook or contact our HR department.

We are committed to complying with all applicable labor laws and regulations to ensure a fair and equitable workplace. We do not discriminate based on race, color, national origin, sex, disability, age, religion, sexual orientation, gender identity, or any other protected status in hiring, promotion, or any other employment practices.

For example, an employee may initially choose to work four days a week for a total of 32 hours, or 8 hours each day (Monday to Thursday). Later, if they need to care for a family member recovering from surgery, they might temporarily shift to a five-day, 32-hour week, or 6 hours each day for four days and one 8-hour day for better flexibility. These adjustments help maintain work-life balance while ensuring business needs are met.

While some roles may require a specific schedule, most employees have the freedom to adjust their hours within the 28- to 35-hour range. With a maximum 35-hour workweek, we prioritize efficiency, well-being, and performance over rigid schedules.