A complete list of active advisors currently associated with Geoffry H. Oshman, CFP

Warmer can help you find a great advisor at Geoffry H. Oshman, CFP or one who fits your needs even better.

The firm provides portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, corporations, charitable organizations and estates. It reports managing about $15.16 million in client assets across 42 discretionary accounts. The adviser tailors recommendations through a fact‑finding interview process and implements allocations predominantly with low‑cost mutual fund families and ETFs, favoring buy‑and‑hold strategies while permitting occasional shorter‑term trades; the brochure states the firm does not use technical or timing methods for equity selection. Research sources cited include Morningstar Premium, The Wall Street Journal, Barron’s, ITR Economics and AAII. The adviser holds CFP certification, does not accept commissions or soft‑dollar benefits, does not custody client assets, and does not vote client proxies; the firm also provides limited accounting/controller services and maintains an incidental life and health insurance license. The brochure discloses a 2009 administrative reprimand and ten‑business‑day suspension for a failure to timely re‑register—an uncommon disclosure event among similar independent firms.

To learn more about the advisors currently working at Geoffry H. Oshman, CFP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.