OFM Wealth

Ogrizovich Financial Management (OFM) is a fee-only advisory firm based in Orland Park, IL, specializing in wealth management and financial planning. The firm caters primarily to Gen X individuals and pre-retirement baby boomers, offering tailored services to address the complexities of their financial situations. OFM operates independently, ensuring that its advisory model is solely focused on client needs rather than the interests of a larger firm. The firm manages assets through a rigorous screening process, with holdings maintained by the independent custodian, Pershing LLC. OFM's business model revolves around providing comprehensive financial advice, including retirement, investment, tax, and estate planning. By focusing on a fee-only structure, OFM aligns its success with that of its clients, offering unbiased and objective financial guidance. The firm generates revenue through advisory fees, ensuring transparency and trust in its client relationships. Key clients include busy Gen X professionals and pre-retirement boomers seeking clarity and confidence in their financial futures.

Keywords: wealth management, financial planning, fee-only, Gen X, pre-retirement, advisory, independence, client-focused, asset management, Pershing LLC.