Oestriecher Financial Management Services
WELCOME TO OFMS
Since its inception in 1999, our firm has tried to exceed our clients’ expectations with solutions that are custom-tailored to their specific needs. A natural outgrowth of the accounting and tax practice formed by CPA Emile Oestriecher in 1970, wealth management was added as a service to meet the growing needs of our clients. Wealth Management is the process of addressing concerns that impact our clients’ ability to pursue their personal, financial and family goals.
Our firm is built on the belief that only when we have a complete understanding of our clients’ needs and goals can we recommend products and services to meet those needs. We always have your best interests in mind. We believe that the single biggest factor to consider in choosing a Wealth Management advisor is trust. You must feel comfortable with your advisor, so that you can be open and honest with your goals and concerns.
Our clients will tell you that we are large enough to handle their increasingly complex needs, yet small enough to provide the continuity and personalized service they expect. Our owners and staff have roots in our community and are committed to the success of the community.
Our affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence and an exceptional array of highly competitive, non-proprietary financial alternatives and services.