Phronesis Wealth Management was established in 1992 by Richard C. Osman in Severna Park, Maryland. We work as a team to provide comprehensive financial, retirement, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art software. We seek to help implement strategies to address your individual needs, as well as help you stay on course.
For us at Phronesis, it's about dedication, and always putting the client first.
Our mission is to get to know and understand your needs, wants, and long-term goals. At Phronesis Wealth Management, we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. Our team wants to help you come closer to your financial goals. Our comprehensive and holistic approach combines a depth of knowledge and professional experience to provide creative strategies tailored to your individual needs. Our product independence and collaboration can mean a world of difference when designing a plan for your financial future.
Are you interested in learning more about our services or would you benefit from a financial second opinion? You can conveniently schedule an introductory call or Zoom with us online here: https://go.oncehub.com/phronesis.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Phronesis Wealth Management, a registered investment advisor and separate entity from LPL Financial.
If your business isn't here, contact us today to get listed!