Our Services

Comprehensive planning that puts your financial house in order

The connection between investments and people is complicated, and it doesn’t have to be overwhelming or mysterious. What wishes do you want your money to fulfill or facilitate?

At Osbon Capital we use a three-step process to begin the discussion, and the investment journey. We continue the voyage with a checklist that helps create enduring prosperity for your family.

Investment Management

Manage your liquid assets

Our checklists ensure your liquid assets are in the right accounts, with the right structure, capitalization, sponsorship and risk control.

Fiduciary Advice

Advice that is closely aligned with your interests

John Osbon founded the firm in 2005 as a registered investment advisor adhering to the fiduciary standard.

Performance Reporting

On all assets including those outside of Osbon Capital

As your financial integrator, we report on all of your financial assets, regardless of custodian. Period. We can do it because of our state-of-the-art technology.

Access & Referrals to Experts

Center of investment information with accountants, lawyers, or insurance agents

We understand that successful families with substantial assets need additional services beyond the scope of traditional financial advice.

Education Center for the Family

Investments and money across generations

With John’s investment history spanning 30 years, we are committed to providing continuity of advice for future generations. Max is the next generation.