Originally founded as O'Farrell Financial Services in 1996 and rebranded to OFM Wealth in 2021, the firm is a comprehensive financial planning and wealth management company. Its mission is to help clients achieve their financial goals and "Live Their Best Life™" by providing personalized strategies for investment management, retirement planning, insurance solutions, and estate planning. They emphasize a client-centric approach, building long-term relationships based on trust and independent advice.

Founded in

United States