Services

 Employer Sponsored Retirement Plans

 Michelle Ogden & Company is a Retirement Plan advisor offering open-architecture Employer Sponsored Retirement plans, through a variety of trustee's including Charles Schwab, Fidelity Investments, & TD Ameritrade to name a few. We are very passionate about the Retirement Plan marketplace. We feel that while Retirement Plan's are an effective means of meeting  retirement planning goals, they are many times loaded down with unreasonable expenses and offer poor investment selections.

As an independent, fee-only investment advisor, we are a provider of Retirement plans that minimize many of the excessive costs of offering a qualified retirement plan to your employees, while providing the best variety of investment options to plan participants.

For more information about how Michelle Ogden & Company can help you with a new or existing Retirement Plan click here

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.  Some clients enjoy managing their own investments but like to meet once a year to see if they are still on track.  Others do not have time or the desire to manage their own Investments and opt to hire a professional.

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 state of the art low cost Managed Account Program.  If you are interested in learning the Benefits of EMAP please click Here.