Business Details
16 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Osborn Wealth Management was founded by Robert Laura and Drummond Osborn, two industry veterans with over four decades of combined experience in investment and retirement planning. We specialize in personalized financial strategies that align clients' values, family needs, and health with their financial goals. Our fiduciary duty ensures your interests always come first, combining disciplined portfolio management with holistic retirement wellness planning.As advocates for our clients, we provide transparent advice free from conflicts of interest, leveraging our expertise featured in major media outlets like CNBC, Wall Street Journal, and USA Today. Our team holds nine industry designations and maintains membership in national and local professional associations, ensuring cutting-edge solutions for wealth preservation and legacy planning.
Services
Investment Management
Retirement Planning
Legacy Planning
Charitable Giving
Second Opinion Portfolio Reviews
Details
- Year established: 2010
Highlights and features
- We combine 40+ years of investment experience with nine industry certifications
- Our fiduciary duty legally requires us to prioritize client interests above all
- We integrate financial planning with mental, social, and physical wellness strategies
- Our expertise has been featured in 25+ major media outlets including CNBC and Wall Street Journal
- We pioneered the psychology-based 'No-Regrets Retirement Plan' methodology
Associations and certifications
- CFP
- RICP
- CTFA
- AAMS
- CMFC
- CRPC
- CKA
- CPRC
Services
Investment Management
Our investment management service creates customized portfolios aligned with your risk tolerance and financial goals. We employ disciplined strategies for asset allocation, risk quantification, and fee optimization. With decades of experience managing over $100 million in institutional assets, we provide transparent reporting and regular portfolio reviews to ensure your investments remain aligned with evolving needs.
Retirement Planning
We develop comprehensive retirement plans integrating financial security with personal wellness. Our approach addresses income needs, healthcare costs, and lifestyle goals while considering mental and social well-being. Through proprietary tools like the RQ Assessment and Reframing Retirement Guidebook, we help clients create fulfilling post-career lives that reflect their values and legacy aspirations.
Legacy Planning
Our legacy planning service ensures your wealth transfer aligns with personal values and family dynamics. We combine tax-efficient strategies with wisdom transmission, addressing both financial and intangible assets. This includes charitable giving frameworks that maximize impact while preserving family harmony through structured estate documentation and succession planning.
Second Opinion Reviews
This service provides independent evaluation of existing investment portfolios through our proprietary Second Opinion Report. We analyze risk levels, asset concentrations, and hidden fees while offering actionable recommendations. The process quantifies portfolio efficiency and educates clients about their current investment positioning through detailed risk assessment and diversification analysis.
Retirement Wellness
Our wellness-focused service addresses retirement's non-financial aspects through curated resources and guided conversations. We provide tools for social engagement, health management, and purpose discovery. This holistic approach includes educational workshops, assessment tools, and strategic frameworks to help clients navigate retirement's psychological and lifestyle transitions effectively.
People
Drummond Osborn
President
CFP, RICP, and CTFA-certified financial planner with 30+ years experience. University of Michigan graduate who founded his advisory firm in 2009. Co-founder of Osborn Wealth Management, he specializes in retirement income strategies and has been featured in Wall Street Journal and CNBC.
Robert Laura
Co-Founder
Accredited retirement expert with multiple industry certifications. Best-selling author and Forbes columnist with 20 years of client experience. Pioneer in retirement psychology who has interviewed numerous celebrities about wealth management. National Speakers Association member since 2010.
Questions
What makes your retirement planning different from other firms?
We combine financial expertise with wellness planning, addressing mental, social, and physical aspects alongside traditional financial metrics.
Do you provide second opinions on existing investment portfolios?
Yes, our proprietary Second Opinion Report analyzes risk levels, asset concentrations, and hidden fees in existing portfolios with actionable recommendations.
How do you handle legacy and estate planning?
We integrate tax-efficient strategies with wisdom transmission, addressing both financial assets and intangible legacy elements through structured estate documentation.
What qualifications do your advisors hold?
Our team maintains nine industry certifications including CFP, RICP, CTFA, and specialized retirement planning designations.
Can you help with charitable giving strategies?
Yes, we create frameworks that maximize charitable impact while optimizing tax benefits and aligning with overall wealth management goals.
How do you assess retirement readiness?
We use our proprietary RQ Assessment tool combined with personalized consultations to evaluate financial preparedness and lifestyle goals.
