The value of independence.

We are Oswald Financial, Inc.

The management of a company’s retirement plan requires in-depth knowledge, experience and specialized expertise. You deserve 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 towards financial freedom. At the same time, we know you are preparing for your own financial future. We are here to help you with retirement plan services and comprehensive wealth planning strategies.

About Us

Plan Sponsor Services

With dedicated focus, we are able to offer a range of services to help you gain confidence and efficiency in your plan management.

Participant Services

We ensure that we are available to each and every Plan Participant with customized Financial Wellness programs and one-on-one attention.

Wealth Management

We offer comprehensive services for individual investors with a focus on aligning your goals and financial situation to help keep you on track.

Resources and Tools

We love sharing what we know with you! Our access to knowledge and tools seeks to give YOU the advantage.

The Latest from Oswald Financial

Student Loan Repayment Benefit Program from Oswald Financial
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Navigating the Complex Retirement Planning Landscape: Expert Insights from Oswald Financial Webinar
@OswaldFinancial
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SECURE Act 2.0 – What Employers Need to Know

Use Financial Wellness Programs to Promote Increased Employee Retirement Savings and a More Motivated Workforce
News

4 Reasons to Benchmark Your Plan

Retention & Retirement

Career Opportunities

Honors & Awards

See website footer section for award criteria.