About Oswald Financial Group

Oswald Financial Group was founded in 2006 with a dream to help families achieve financial freedom, and that is precisely what we have built our foundation on. We provide retirement planning, life insurance, legacy planning, and so much more.
Oswald Financial Group Photos

Who We Are

Our team at Oswald Financial Group is built on leadership, integrity, quality, and passion. All of these translate into a team that is here to help you achieve the financial success you deserve. This paired with our no-fees mindset helps us stand out from other financial advisors.

Our number one priority is helping your family attain the financial success they deserve. You are more than just a number; you are a face, a story, and a family. That is why we work to provide you and your family with the best possible financial solutions that fit your needs. Here you will you will be part of our family and we know family comes first. We take care of our family by always doing what’s right… period.

Who We Are

Our team at Oswald Financial Group is built on leadership, integrity, quality, and passion. All of these translate into a team that is here to help you achieve the financial success you deserve. This paired with our no-fees mindset helps us stand out from other financial advisors.

Our number one priority is helping your family attain the financial success they deserve. You are more than just a number; you are a face, a story, and a family. That is why we work to provide you and your family with the best possible financial solutions that fit your needs. Here you will you will be part of our family and we know family comes first. We take care of our family by always doing what’s right… period.

Oswald Financial Group Photos

What We Do

Simply put, we exist to help you unleash your financial future’s potential. Whether you’re searching for advice on life insurance policies, want to formulate a retirement income plan, help to utilize tax-efficient strategies, or want to protect the ones you care about, we are here for you.

Investment and Retirement Planning

We Help You

Grow Your Assets

Everyone wants their money to grow so they can pursue true wealth. It may be daunting but we are here to help you make sure your money is working for you, you have the protection you deserve, and you have a plan that will match your needs.

Pursue True Wealth

Everyone has their own definition of true wealth. That might be the family vacation you have always dreamed, or not running out of money in retirement. We are here to help pinpoint your definition and then build a strategy that works for you.

Leave a Legacy

Your legacy is much more than your assets. It’s your values, the memories that carry on, and your belief system. Your legacy strategy should be a reflection of the legacy you want to leave and we are here to help you create the perfect strategy.

Why We Exist

You deserve an experience that not only allows to you succeed financially – but one the leaves a lasting impression of how hard someone is working to better your financial future. We strive to help you achieve this along with treating you like part of the Oswald Financial Group family.

We put your interests and concerns first to equip you with the necessary steps to further your financial future. Our goal is to give you the power you deserve over your finances – we are better at achieving more together.

Households guided

Years of financial success

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Satisfaction Rate

Who is committed to your success

Your Team

Bryan Oswald
Bryan Oswald
President | CEO

Bryan Founded Oswald Financial Group in 2006 with the goal of providing smart planning to achieve a bright financial future.  He married his eighth-grade sweetheart, and they have two kids. When Bryan finds free time, he enjoys golf, traveling, exercising and reading, as well as spending time outdoors hunting, fishing, and barbecuing.

Levi Kalb
Levi Kalb
Director of Marketing

Levi brings over 5 years of marketing experience to the team and oversees all of the marketing initiatives. He is a sports lover to the core, which includes volleyball, football, tennis, soccer, and more! When he isn’t watching sports you can find him outside, going on adventures, or traveling.

Heidi Williams
Heidi Williams
Office Administrator

Heidi brings over 20 years of customer service experience along with a passion to help others. She enjoys spending time with her family, and loves nothing more than time with her nieces and nephews. She is a true animal lover, and enjoys drawing charcoal art, painting, and all things being creative.

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