Oswald Financial, Inc. (OFI) is a US-based financial services firm and a partner of Oswald Companies, which was founded in 1893. OFI focuses on delivering objective, independent advice and customized solutions in two primary areas: retirement plan services for corporate clients and comprehensive wealth management for private clients. Their services include fiduciary and investment consulting, participant engagement and education, financial planning, and investment management, aiming to help clients achieve long-term financial security.

Founded in

United States