Second Opinion

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.

Our Second Opinion service identifies the issues that affect your investment portfolio by:

  • Quantifying your portfolio’s level of risk
  • Clarifying asset concentrations and overweightings
  • Identifying hidden fees
  • Instilling knowledge in how YOUR money is really invested
  • Providing insight on your journey to and through retirement

Click here to request your initial consultation

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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