Prepare for your and your employee’s future with our tailored retirement planning services.

Oswald Financial, Inc. is an independent financial firm specializing in all aspects of retirement risk management. We can help you design a plan that best suits your employees, helping you implement fiduciary standards while providing the ongoing due diligence that can help you offer an appropriate mix of investment options to your employees. As a specialist in company retirement plans, we can deliver services that have, traditionally, only been available to larger plans: heightened best practices and investment due diligence, open architecture, overall plan analysis and design assistance, independent vendor search and benchmarking analysis, as well as high-quality service and communications. We surround our core expertise in company retirement plans with other services, including comprehensive wealth planning and retirement risk management.

Visit Oswald Financial to learn more about our services.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Oswald Financial, Inc., a registered investment advisor and separate entity from LPL Financial.

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