From Point A to Point B
We Remove the Stress and Confusion from Your Finances
We partner with you to build a clear plan, actively manage it, and serve as your trusted resource for every financial decision.
Financial matters shouldn’t be overwhelming. At Optimus Advisory Group, Steve Rumsey and Paul Hewitt help individuals and families move confidently from where you are today to where you want to be. With over 60 years of combined experience, we replace confusion with clarity and stress with confidence.
Your Journey with Us
1. Discovery & Planning
We listen to your goals and create a personalized plan of action tailored to your life.
2. Active Management
We implement and monitor your investments using proven investment strategies, adjusting as needed so your money works for you.
3. Lifelong Partnership
We stay by your side as your reliable advisor for any financial question or life change.
Why Clients Trust Us
- Clear, straightforward guidance — no jargon
- Proactive portfolio management with our battle-tested strategies
- Ongoing support you can count on, for life’s big and small moments
- A true partner focused on your peace of mind
Ready to Move Forward?
If you’re tired of financial worry and ready for a simpler path, let’s talk.
We’re here to help you reach Point B with less stress and more confidence.
Office locations
We proudly serve clients from our offices in Southern California and Middle Tennessee.
- We also work with clients across the country using secure virtual meetings and technology