Michael W. Osgood, CFP, CPA/PFS

For 30 years, Mike Osgood has been working with clients to create financial security through investment guidance, tax planning and risk management strategies.  He deeply understands that each client is unique and his ability to learn about their family dynamics, financial concerns, and goals invigorate him and allow him to provide a truly customized approach to financial management.

Being approachable and creating a high level of comfort for his clients is the cornerstone of Mike’s practice. He knows that clients need to feel they can share the good and the bad with their financial advisor. Things like divorce, job loss, litigation, retirement, and budgeting all affect our financial security. He has seen and handled the most difficult financial scenarios and is adept at providing the guidance needed to set you on the right track.

Mike grew up in a family of shipbuilders and fishermen where he learned the value of hard work and community. He lives near the community in which he grew up with his wife and two sons who attend Texas A&M. He and his sons continue the shipbuilding and fishing tradition and he is blessed to be married to his high school sweetheart for 28 years.