OFM Wealth

  • Financial Services
  • Orland Park IL
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
10709 W 159th Street, Orland Park IL
Website
ofmwealth.com
Phone
(708) 403-2800
Employees
3
Founded in
1976
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is OFM Wealth

OFM Wealth is a boutique financial planning firm based in Orland Park, Illinois. Founded over 35 years ago, the company is a fee-only, independent, SEC Registered Investment Advisor (RIA) with a team of five employees. OFM Wealth specializes in providing customized financial solutions to high-net-worth individuals and families. They take a personalized approach, focusing on understanding each client's interests and financial objectives to develop tailored plans. The firm's extensive experience, spanning over 80 years combined, allows them to offer strategic guidance and support throughout the financial planning process. Central to OFM Wealth's philosophy is a commitment to acting in their clients' best interests. They adhere to the fiduciary standard and avoid product commissions or fees to ensure a conflict-free environment. Many of their professionals hold the CERTIFIED FINANCIAL PLANNERâ„¢ designation, further reinforcing their dedication to ethical and objective advice. For more information or to discuss your financial planning needs, visit OFM Wealth's website at ofmwealth.com. You can also reach them through the contact details provided on their website.

OFM Wealth Industry Tags

Wealth Management
Retirement Planning
Investment Management
Estate Planning
Financial Planning
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FAQ

What is the location of OFM Wealth's headquarters?
The headquarters of OFM Wealth are situated at 10709 W 159th Street, Orland Park IL
What is OFM Wealth's phone number?
OFM Wealth's contact number is (708) 403-2800.
What is OFM Wealth's official website?
The official website of OFM Wealth can be found at ofmwealth.com.
What is OFM Wealth's current revenue?
As of February 2019, OFM Wealth's annual revenue reached $3B.
How many employees does OFM Wealth currently have?
OFM Wealth employs approximately 3+ people as of February 2019
Which industries is OFM Wealth primarily operating in?
OFM Wealth operates in the following industries: Finance, Credit
What are OFM Wealth's industry tags?
OFM Wealth's industry tags include: Wealth Management, Retirement Planning, Investment Management
When was OFM Wealth founded?
OFM Wealth was founded in 1976.

Employee Directory

Key Employees

Erica Zambrano

Client Service Manager

Phone Email

Brendan Nuzzo

Wealth Management Support Team Member

Phone Email