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
Financials & Stats
Revenue
$3B
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
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3M |