• The Value of Independence

    Being an independent firm, Oswald Financial, Inc. has complete flexibility in choosing the vendor that best suits our clients’ needs.

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Welcome to Oswald Financial, Inc.

Managing a company’s retirement plan requires in-depth knowledge, experience and specialized expertise. As a business owner, you need a partner who can advise you on how to structure, establish and operate the right plan for your company – a plan that will help your employees work toward financial freedom. At the same time, you should be preparing for your own financial future. Oswald Financial, Inc. can help you with retirement plan services and comprehensive wealth planning strategies.

Oswald Financial, Inc. is an independent financial firm specializing in all aspects of retirement plans. 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.

Meet our Team

T. Grey Kennedy, AIF®

Retirement Plan Consultant

Jessica Hurley

Administrative Associate

Russell T. McAlonie, ChFC®

Wealth Management Consultant

Michael Gheen, CPA/PFS, CRPS®

Practice Leader, Wealth Management

Why Oswald Financial

Oswald Financial, Inc. | 1100 Superior Avenue, Suite 1350 | Cleveland, Ohio 44114 |  (216) 367-8752