• About
    • About
    • Our Approach
    • Meet the Team
      • Allen A. Osgood, CFP®, M.B.A.
      • Allen A. Osgood, Jr., CFP®, B.S.B.A.
    • How We Work With You
    • Our Certifications and Industry Affiliations
    • Our Fees
  • Why Choose Us?
    • Why Choose Us?
    • Why Fee Only
  • What We Do
    • What We Do
    • Comprehensive Financial Planning
    • Investment Management
    • Retirement Planning
  • Who We Serve
    • Who We Serve
    • Case Study #1: Getting Ready for Retirement
    • Case Study #2- Recently Retired
    • Case Study #3: Getting Started
  • Insights
    • Our Blog
    • Quick Guides
    • Ebooks
  • Contact
  • Let’s Talk
1-800-503-9500
Main Menu
  • About
    • Our Approach
    • Meet the Team
      • Allen A. Osgood, CFP®, M.B.A.
      • Allen A. Osgood, Jr., CFP®, B.S.B.A.
    • How We Work With You
    • Our Certifications and Industry Affiliations
    • Our Fees
  • Why Choose Us?
    • Why Fee Only
  • What We Do
    • Comprehensive Financial Planning
    • Investment Management
    • Retirement Planning
  • Who We Serve
    • Case Study #1: Getting Ready for Retirement
    • Case Study #2- Recently Retired
    • Case Study #3: Getting Started
  • Insights
    • Our Blog
    • Quick Guides
    • Ebooks
  • Contact
  • Let’s Talk

Fee Only Financial Advisors & Wealth Management Firm in Sarasota, FL

Interested in setting up a free initial consultation? Let our team of financial advisors hear your concerns, goals, and objectives. If you are considering an ongoing wealth management relationship, we’d love to talk. To receive our marketing materials, or to discuss your individual financial planning/investment management requirements, please call 800-503-9500, email Al, or complete the contact form below:

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Contact

Sarasota, FL


6151 Lake Osprey Drive, Third Floor
Sarasota, FL 34240

Keep in Touch

  • Phone: 1-800-503-9500
  • Office Locations:
  • Malvern, PA
    5 Great Valley Parkway, Suite 210
    Malvern, PA 19355
  • Cincinnati, OH
    8044 Montgomery Road, Suite 700
    Cincinnati, OH 45236
  • Beavercreek, OH
    70 Birch Alley, Suite 240
    Beavercreek, OH 45440
  • Sarasota, FL
    6151 Lake Osprey Drive, Third Floor
    Sarasota, FL 34240
  • York, ME
    408 US Route One, Second Floor
    York, ME 03909
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Important Links

  • How We Work With You
  • Meet the Financial Freedom Team
  • What We Do
  • Our Certifications and Industry Affiliations
  • Who We Serve
  • Why Choose Us?
  • Why Fee Only?
  • Insights
  • Disclaimer
  • Form CRS
  • Form ADV Part 2 & Privacy Statement

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