We Work With Clients On An Hourly, Project, Or Fee Basis.
We Believe Buy & Hold Doesn’t Always Work.
We Invest With You Instead Of For You.
Click here to meet my partner Robert Laura.
D. Drummond Osborn, CFP®, CTFA president of OSBORN Wealth Management, is a life-long resident of northwest Indiana. His passion for the world of investing began 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®) in 1993, and the certified trust and financial advisor designation (CTFA) in 2003.
Drummond established his firm in 2009, and in 2010, co-founded RetirementProject.org, with his partner, Robert Laura. His opinions and expertise have found their way into publications such as the Wall Street Journal, USA Today Weekend, and CNBC.com. His workshops and seminars are said to leave participants enlightened, enthused and energized towards the often mundane world of finance. Drummond’s ideas and suggestions continue to be found regularly in local media and on the web.
While most advisors approach asset management and retirement planning from a pure numbers perspective, Drummond focuses his clients on the financial balance between intellect and emotion. His 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.
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