Ogden Wealth LLC
Categories
Financial & Investment Services Financial Services Wealth Management
About
Our Mission at Ogden Wealth is to Inspire, Equip & Empower the families we serve to manage their Time, Talent & Treasure wisely!
We provide Comprehensive Financial Advice
- For Individuals
- For Business
- For Non-Profits
We provide unbiased financial advice working as a fiduciary to provide a service for our clients.
We provide the following services:
- Investment Management
- Tax Planning
- Insurance Review
- Planning for Education/Retirement/Estates
- Cash Management
- Retirement Plans including SEP, SIMPLE, 401k, 403b, Profit Sharing, New Comparability Plans, ROTH, Cash Balance Plans, etc...
- Endowment and Foundation Management
Michelle Ogden is a CERTIFIED FINANCIAL PLANNER™ a Chartered retirement plan specialist & a Certified Kingdom Advisor™.
Emily Barrios is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR™
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
