Managed IT & Cybersecurity · Financial Offices
IT support built for Orange County financial offices
Wealth managers, RIAs, and accounting firms run on client trust, confidential financial records, and regulators who expect proof. OCMSP delivers managed IT and cybersecurity engineered for financial practices — hardened, monitored, and audit-ready, with local technicians close by when you need hands on-site.
Client network
Security Posture
- Endpoint protectionActive
- Data backupsVerified
- HIPAA / PCI complianceMonitored
- After-hours support24/7/365
Compliance-ready controls for HIPAA, PCI & SOC
Average time to reach a live technician
Trusted by Orange County financial firms since 2005
Local monitoring & after-hours support, always on
Built for finance
Cybersecurity that protects client assets and trust
For a financial office, a breach isn't just downtime — it's client assets, regulatory exposure, and a reputation built over years. OCMSP secures the systems your firm depends on — custodial and portfolio platforms, CRM, tax and accounting software, and email — so client data stays private, transactions stay reliable, and you can show examiners the controls they expect.
Controls that stand up to an audit
Encryption, access controls, monitored backups, and documented reporting aligned to PCI-DSS, SOC, and GLBA safeguards — so a technology gap never becomes a compliance finding or an SEC/FINRA problem.
Protection for client assets and data
Hardened endpoints, email defenses, and multi-factor access guard against wire fraud, business email compromise, and the social-engineering attacks that target firms moving money.
A local financial-IT partner since 2005
You reach people who know your firm and your infrastructure — not a rotating overseas queue. When hardware or a network needs hands on-site, an Orange County technician is a short drive away.
- Newport Beach (Newport Center / Fashion Island)
- Irvine
- Santa Ana
- Costa Mesa
- City of Orange
- Anaheim
- Tustin
- Greater Orange County
What we do
Everything you need to run secure, compliant IT
One local partner for the full stack — from day-to-day support to the security and compliance your industry demands.
Who we protect
Specialized for regulated industries
The process
We simplify the switch
Free Security Assessment
We review your systems, risks, and compliance gaps — no cost, no obligation.
A Clear, Custom Plan
You get a prioritized roadmap in plain English, scoped to your practice and budget.
Seamless Onboarding
We deploy protection, backups, and monitoring with minimal disruption to your team.
Proactive Management
We monitor, patch, and support 24/7 — resolving issues before they reach you.
Client reviews
Trusted by Orange County law, medical & financial firms
For nearly two decades, OCMSP has kept regulated practices secure, compliant, and running.
“After a ransomware event in 2019, we needed a reliable vendor. OCMSP has been a godsend. They fixed our systems, added robust backups, implemented double authentication, and helped us get top-notch cyber-security insurance.”
“If you're looking for a consulting team that provides expertise, results, and a positive attitude, look no further. OCMSP has been with us every step of the way, and we couldn't be happier with the impact on our IT infrastructure.”
“Without OCMSP, our company's online presence wouldn't be as strong as it is today! We've seen a significant increase in client engagement and new business from our revamped website. Highly recommend their web development services!”
“I've worked with OCMSP to enhance and optimize my company's Google Business Profile. Their process was thorough, and their expertise in review management and SEO is unparalleled.”
Financial IT FAQ
Financial Offices IT questions
Do you provide IT support for financial firms in Orange County?
Yes. Supporting Orange County financial offices — wealth managers, RIAs, and accounting firms — is a core focus for OCMSP. We handle managed IT, cybersecurity, and compliance-aligned controls, with local technicians who can be on-site quickly when needed.
Can you help us meet PCI-DSS, SOC, and GLBA requirements?
Yes. We build and document controls aligned to PCI-DSS, SOC, and GLBA safeguards — encryption, access management, monitored backups, and audit-ready reporting — so you can demonstrate to examiners and clients that client data is protected.
How do you protect our firm against wire fraud and email compromise?
We layer email security, multi-factor authentication, endpoint protection, and user awareness training around the systems your team uses to move money and communicate with clients, plus 24/7 monitoring to catch suspicious activity early.
Can you support our custodial, portfolio, and accounting platforms?
Yes. We keep the platforms financial firms run on — custodial and portfolio management systems, CRM, tax and accounting software, Microsoft 365, and secure email — reliable, secure, and properly backed up.
Do you work with small firms and solo advisors?
Absolutely. Whether you're a solo advisor or a growing multi-advisor practice, we tailor our services to your platforms, client volume, and budget — with the same security and responsiveness.
Start with a free assessment
See where your firm's client data is exposed
Book a free IT & security assessment. We'll review your systems, flag the compliance and security gaps that put client assets and your reputation at risk, and hand you a clear plan — no obligation.