Purpose Driven Financial Planning...

CONNECT

Address:

157 East New England Ave Suite 340
Winter Park, FL 32789

Phone:

407.645.1639

Fax/Other:

407.644.6794

Services

Private Wealth Management 

At Michelle Ogden & Company we offer many different levels of Wealth Management.  From a simple review of your existing financial situation to an in depth detailed analysis and ongoing investment management.  We custom tailor our services to meet our client needs.  Our ideal Client answers YES to one of the following statements.

 

  • I don't have TIME to manage my Investments.
  • I don't have the DESIRE to manage my Investments.
  • I don't have the KNOWLEDGE or EXPERTISE to manage my Investments.

 

Financial Coaching & Affiliated Mentoring Programs 

Michelle Ogden & Company is passionate about educating consumers and is eager to work with those that want to learn how to manage thier finances.  We offer various levels of personalized coaching from the begining investor to the advanced multi-millionaire levels.  We also have partnered up with The Edelman Financial Network to offer EMAP, which is a state of the art low cost Managed Account Program.  

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck