Personalized portfolios utilize low-cost funds and dividend growth stocks for potential growth and inflation hedging income. D. Drummond Osborn, CFP(R), CTFA president of OSBORN Wealth Management, began his passion for the world of investing at age 12 after reading Benjamin Graham's The Intelligent Investor, and continues to be fueled, daily, through his own advisory firm.
Retirement planning is much more than dollar signs and financial charts. Naked Retirement explores the robust realities of a post-paycheck life, purpose, and identity. Filled with commentary, worksheets and guides, this book helps create a one-page, inspirational Naked Retirement Plan, so you can achieve the best of what's next.
Retirement planning is much more than dollar signs and financial charts. Naked Retirement explores the robust realities of a post-paycheck life, purpose, and identity. Filled with commentary, worksheets and guides, this book helps create a one-page, inspirational Naked Retirement Plan, so you can achieve the best of what's next.
Services
Welcome to OSBORN Wealth Management - an independent Registered Investment Advisory practice where we recognize the uniqueness of every investor, and work with clients on their terms. As an independent firm, our service and advice are never influenced by preferred product partners, cross-selling quotas, or commission-based compensation.
While most advisors approach asset management and retirement planning from a pure numbers perspective, we focus clients on the financial life balance between intellect and emotion. Our fee-only advisory firm is never compromised by commission sales, but instead, focuses its fiduciary responsibility on doing what is solely in the client's best interest.
D. Drummond Osborn, CFP(R), RICP(R), CTFA president of OSBORN Wealth Management, began his passion for the world of investing at age 12 after reading Benjamin Graham's The Intelligent Investor, and continues to be fueled, daily, through his own advisory firm.
A graduate of the University of Michigan, he received his certified financial planning designation (CFP(R)) in 1993, the certified trust and financial advisor designation (CTFA) in 2003, and retirement income certified professional (RICP(R)) in 2018.
A graduate of the University of Michigan, he received his certified financial planning designation (CFP(R)) in 1993, the certified trust and financial advisor designation (CTFA) in 2003, and retirement income certified professional (RICP(R)) in 2018.
OSBORN Wealth Management avoids the shotgun approach to financial services - we don't believe any single advisor can be an effective jack-of-all-trades. Instead, we've honed our skills to deliver holistic retirement planning, conservative asset management, and unbiased financial advice. If we don't have an answer, or we lack a particular expertise, we'll help you find the right person to meet that need.
At OSBORN Wealth Management, we believe everyone deserves a Second Opinion on their investment portfolio, and our opinion is based on decades of experience and expertise. Your personalized Second Opinion Report will highlight the areas of successful investing that most need your attention and will provide you with recommendations for improving the financial health of your portfolio.
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