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Current company Oswald Financial
Financial Services · 27 employees · Founded 1999 · Cleveland, Ohio, United States
Oswald Financial is a full service advisory firm with a focus on retirement plans and wealth management. Oswald Financial enjoys strong relationships with highly respected clients throughout the country. Whether a large corporation, small business or individual seeking to attain personal retirement goals, we earn our reputation by providing the guidance and the results-driven strategies that aim to preserve your financial assets. We are able to deliver to clients what had traditionally only been available to larger plans – heightened best practices and investment due diligence, assistance as an investment fiduciary under an open-architecture plan, independent vendor search and benchmarking, and high-quality service and communications. Planadviser\'s 20••••16 TOP 100 Retirement Plan Adviser, Financial Times\' 401 Top Retirement Plan Advisors 2015.(PLANADVISER award based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. David Kulchar was named a 2015 Financial Times Top 401 Retirement Plan Advisor. Awarded to financial advisors managing at least $25 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, member Investment advisory services offered through Global Retirement Partners, DBA Oswald Financial, an SEC registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit