Family investment partners since 2005.

Stay on your investment journey with the help of Osbon Capital, your investment manager and financial integrator. We take a long-term approach that helps strong families reduce financial stress, improve awareness and save time. By leveraging the latest technology and our team of experts we can have meaningful conversations with our clients. Like our clients, we believe in the power of candid conversation.

Weekly Articles by Osbon Capital Management:

Family Wealth Management

Investments

Independent fiduciary advice that is closely aligned with your interests. We're fee only with no product sales.

Client Services

First rate personal service starts with a discussion of our power questions to mold our services to your expectations.

Technology

Best-in-class technology includes interactive online reporting for all of your assets regardless of location or manager.

Network

Osbon Capital vets and connects clients with top professionals in accounting, tax, insurance, trusts and estates. We are your financial quarterback.

The affluent family
This busy team divides and conquers. One handles investing, overseeing a plan that serves the whole family. The other handles other family responsibilities. They focus on the financial literacy of their children and tell stories about the proper use of money. Together they’re ready for the future.

The entrepreneur couple
With a true multigenerational perspective, they believe communication is their greatest asset. They take the time to discuss and share financial values with their adult children and parents. They divide and conquer when it comes to investments while making sure they are both informed. Investing is important to them but it doesn’t get in the way of important family, professional and philanthropic activities.

The independent woman
Successful, informed and skeptical, she knows the difference between a sales pitch and advice. She expects her team to talk with her, not down to or over her. She has been independent for some time and many people admire her financial success.

Latest Articles

What is the Penalty Economy?

August 16, 2017 - Max Osbon

The penalty economy’s objective is to guide people into paying more than they intend when they are confused, distracted or too busy to care. It’s not necessarily illegal or even unethical. Have you been spending money in the penalty economy?

Read more

The New Philanthropy Page

August 7, 2017 - John Osbon

Charity is a basic human instinct. The desire to help others with money, time or talent is wired into our very selves. With that in mind, we’re pleased to announce this morning the new Osbon Capital philanthropy page.

Read more

What are Anti-Goals?

August 1, 2017 - Max Osbon

Charlie Munger, Warren Buffet’s longtime business partner, has said, “A lot of success in life comes from knowing what you want to avoid: early death, bad marriage, etc.” Charlie was talking about a problem solving technique called “inversion.” We use the term “anti-goals.” Either way, focusing on what you want to avoid is a very powerful tool.

Read more