Our typical clients realize that the financial world is complex, and they are not seeking simplistic solutions. They understand that investment management is not trading stocks on the internet. They realize that retirement plan and estate management issues and laws keep changing, and professional help is needed. Many have previously experienced either the rigors of self-planning or the inherent conflicts associated with the financial product sales model. In short, our clients are smart people of wealth who know they need objective professional services.
GENERALLY, OFM WEALTH ATTRACTS CLIENTS IN 3 DEMOGRAPHIC STAGES OF LIFE:
COAST TO COAST SERVICE
- States In Which We Currently Serve Clients