• Retirement Planning 

    Decades of experience create the foundation for our advice. Let us help map your road ahead.

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  • Second Opinions

    Our unbiased analysis can confirm a proper portfolio or identify what ails your assets. Don’t wait and wonder.

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  • Asset Management

    Personalized portfolios utilize low-cost funds and dividend growth stocks for potential growth and inflation hedging income.

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  • Retirement Wellness

    There is more to retirement than dollars and cents. Who will you be? What will you do? Explore this new experience.

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  • Fee-only Solutions

    We eliminate compensation conflicts by avoiding commissioned sales. Discover the difference.

Welcome

About Us

D. Drummond Osborn, CFP®, 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.

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Take Our Quiz

Are you really ready for retirement? Have you envisioned your perfect day? Take our Retirement Priorities Quiz to see how your life plan balances with your financial plan. Will you end up broken and bored, or floundering financially? The only thing worse than running out of money, in retirement, is running out of family, friends, health and happiness.

Take the Quiz

SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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