Matt sits down with Maryland based advisor and founder of Phronesis Wealth Management, Richard Osman.
It’s always been about helping for Rich, a mindset that comes naturally to him, but can you help everyone?
Matt loves a good-origin story and Rich delivers with his honest, family-oriented beginning that taught him invaluable lessons that brought him to where he is today.
Rich shares his thoughts on:
- “Niching Down”
- Client minimums
- Keeping up with client’s diversified needs
- Perceived industry standards
and so much more!
Connect With Richard Osman:
- [email protected]
- LinkedIn: Richard Osman
- YouTube: We Are Phronesis
- Phronesis Wealth Management
About Our Guest:
A tenured and credentialed CEO and financial advisor, Richard works with people at or near retirement to help guide them through their exciting next act. With a keen focus on optimizing tax efficiency, Richard is dedicated to helping you navigate decisions around pensions and withdrawing assets during retirement.
Richard’s mission is simple: to help you attain your personal vision of financial success through practical advice, customized planning, and outstanding client service. Rooted in integrity and committed to helping you discover the perfect balance between work, family, and pleasure, Richard serves as your partner on your financial journey.
Connect With Matt Ackermann:
- [email protected]
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
