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      • Allen A. Osgood, CFP®, M.B.A.
      • Allen A. Osgood, Jr., CFP®, B.S.B.A.
      • Brian Tegtmeyer, CFP®
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    • Why Choose Us?
    • Why Fee Only
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    • What We Do
    • Comprehensive Financial Planning
    • Investment Management
    • Retirement Planning
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    • Who We Serve
    • Case Study #1: Getting Ready for Retirement
    • Case Study #2- Recently Retired
    • Case Study #3: Getting Started
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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.
      • Brian Tegtmeyer, CFP®
    • 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
  • Contact
  • Let’s Talk

Allen A. Osgood, CFP®, M.B.A.

ALLEN A. OSGOOD

Allen A. Osgood, CFP®, M.B.A.

Chairman, Founder and Chief Investment Officer

T: 800-503-9500
E: al@finfree.com

“I take pride in providing fee-only wealth management services to a range of clients across the United States.”

–Allen A. Osgood, CFP®, M.B.A.

  • Biography
  • Qualifications and Experience
  • Education

Biography

Allen A. Osgood is the Chairman and Founder of Financial Freedom, LLC. For over 30 years, Al has been providing high-quality comprehensive financial planning to clients across the nation. As the founder of Financial Freedom, it was Al’s decision to pursue a fee-only model, which ultimately shaped the entire future of his practice. Al was drawn to owning a fee-only financial planning firm because he knows the importance of transparency. He never wanted clients to question the integrity of his advice, thus the importance of a fee-only approach.

Al is no stranger to hard work and has experience in the oil and real estate industries dating back to 1965. Interestingly, Al has found his real estate experience invaluable when it comes to understanding the complexities of retirement and financial planning. Al’s keen business acumen has allowed him to excel in these diverse business fields. As the entire team at Financial Freedom knows, Al is a tremendous role model when it comes to his tenacity, leadership, common sense, and customer service.

A proud grandfather of five, Al enjoys spending time with family and traveling the world.

Qualifications and Experience

  • Licensed Certified Financial Planner™ practitioner
  • Member, Paladin Registry, 5 star FADD™ certified advisor
  • Member, National Financial Planning Association
  • Registered Investment Adviser Representative
  • Pennsylvania Real Estate Associate Broker (inactive). Substantial personal experience with the acquisition, operation and sale of single and multi-family residential real estate properties
  • 20+ years of marketing and business experience as a management executive with a Fortune 50 company

Education

  • M.B.A, Northeastern University- Graduate School of Business Administration (1968-1971)
  • Certified Financial Planner™ Professional, College for Financial Planning (1980-1982)
  • B.S. in Business Administration, University of New Hampshire (1960-1964)
  • Graduate Studies in Marketing Management, Eastern College (1983)

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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  • How We Work With You
  • Meet the Financial Freedom Team
  • What We Do
  • Our Certifications and Industry Affiliations
  • Who We Serve
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  • Why Fee Only?
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