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DOUG OOSTERHART, CFP®

Founder

Over the better part of a decade, I've had the privilege to work with a variety of clients, ranging from millennials just starting their careers to multi-generational nine-figure business owners and families. Having thousands of client meetings has shown me that financial planning is complex, but the process doesn't have to be intimidating or overwhelming.

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I began working in financial services in early 2013 as an insurance agent while getting my degree in Finance from Michigan State University. I then developed a passion for financial planning, but felt that there was a disconnect that left the client questioning a couple of things: How does this advisor get paid? Is this advisor obligated to work in my best interest (fiduciary)? With those questions in mind, I started researching business models and concluded that to best serve my clients, starting an independent Registered Investment Adviser was the best option. During that time, I also earned my CFP® designation and am among only 4.85% of CFP® Professionals under the age of 30.

I am dedicated to serving clients to and through their biggest decisions while aligning money with life to make work optional.

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Being an extroverted introvert (and nerd), when I'm not perfecting financial plans, you can find me binge-watching Netflix shows, reading non-fiction on personal growth and business, attempting to keep the golf ball in the fairway, and searching for the best BBQ across the country.

IN THE PRESS

MEDIA QUOTES:

Investor's Business Daily, October 2019 - "How Solo Advisors Fight Off Stiff Competition From Bigger Rivals"