Why Us

Welcome to OSBORN Wealth Management – an independent Registered Investment Advisory practice where we recognize the uniqueness of every investor, and work with clients on their terms.

As an independent firm, our service and advice are never influenced by preferred product partners, cross-selling quotas, or commission-based compensation. Instead, we can focus our experience on helping you achieve financial success.

 

 

 

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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