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Ogden Wealth LLC

Ogden Wealth LLC

157 E New England Ave, Ste 340, Winter Park (FL), 32789, United States

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(407) 645-1639

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About At Ogden Wealth it is our goal to inspire you to live your life by design – not by default. We give you permission to dream again.
Ogden Wealth LLC cover
Mission Our Mission is to empower you to live a life by design, not by default. We strive to do the complex work for you and help provide the guidance along the way so YOU can focus on WHAT MATTERS MOST and pursue the best “RETURN ON LIFE” possible.
Description My Name is Michelle Ogden; I am a CERTIFIED FINANCIAL PLANNER™ & a Qualified Kingdom Advisor™.
I have a Fee-only Investment Firm in Winter Park focusing on Purpose-Driven Financial Planning.
Our Mission is to Inspire, Equip & Empower our clients to manage their Time, Talent & Treasure wisely!

We provide Comprehensive Financial Advice
• For Individuals
• For Business
• For Non-Profits

We provide unbiased financial advice working as a fiduciary to provide a service for our clients.

We provide the following services:

• Investment Management
• Tax Planning
• Insurance Review
• Planning for Education/Retirement/Estates
• Cash Management
• Retirement Plans including SEP, SIMPLE, 401k, 403b, Profit Sharing, New Comparability Plans, ROTH, etc...
• Endowment and Foundation Management

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Founded 01/01/2006
  • 157 E New England Ave, Ste 340, Winter Park (FL), 32789, United States
  • Get Directions

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