All Services

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.

Our services include:

  • Asset Management using exchange traded funds (ETFs), no-load mutual funds, and/or individual securities.
  • Retirement Planning to help you create and obtain the future you deserve.
  • Second Opinion Portfolio Reviews to offer unbiased analysis of current situations.
  • Income Planning to address the timing and amounts of retirement income from Social Security, IRA's, 401k's and other resources.
  • Naked Retirement creating a blue-print for the non-financial aspects of life after work.
  • Socially Responsible Investing to help align your personal interests with your portfolio holdings.
  • 401k Account Reviews providing guidance on working America's most significant asset.
  • Speaker Series designed to educate, empower and entertain your community group or corporate employees

To learn more, use the right-hand column for a Quick Response to ask a question, or Schedule Consultation for an initial meeting.

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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