Drummond  Osborn,  CFP<sup>&reg;</sup> - Financial Advisor

Drummond Osborn, CFP®

President & Senior Advisor

OSBORN Wealth Management

1615 Lincolnway, PO Box 1646
LaPorte, IN 46350
FINANCIAL ADVISOR'S WEBSITE
(219) 362-8567

General

Drummond Osborn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at OSBORN Wealth Management in LaPorte, IN and the surrounding communities.

Financial Advisor Overview

The firm focuses on unbiased advice, experienced retirement planning, and conservative asset management.

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Financial Advisor Experience

Entered the financial service industry as a broker in 1986, served as a Trust Officer for 12 years; Vice President for Trust & Brokerage Services for 6 years; established my current Registered Investment Advisor firm in 2009.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTFA (Certified Trust & Financial Advisor)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources