OFM Wealth Information

OFM Wealth is a fee-only, independent, SEC Registered Investment Advisor (RIA) that has been serving clients in Chicagoland and beyond for over 35 years. We provide customized solutions as part of a boutique financial planning experience. This service is provided by a team of professionals with a combined experience of over 80 years. Our mission is simple -- we provide peace of mind through custom tailored financial solutions based on clients’ values, goals, and challenges. OFM Wealth primarily serves high-net-worth individuals and families. We have had the pleasure of working with many of our clients for 20 years or more. For all clients, OFM Wealth focuses on discovering clients' interests and meeting their financial objectives. Many have experienced either the rigors of self-planning or the inherent conflicts associated with the financial product sales model. In short, our clients are smart people of wealth who know they need objective professional services. At OFM Wealth we have chosen to hold ourselves to the fiduciary standard. This means we will act in your best interest. Many of us are CERTIFIED FINANCIAL PLANNER™ professionals which further binds us to this standard. We accept no product commissions or fees of any kind in order to provide a conflict free environment. Disclosure: https://www.modwm.com/legal/