Managing Director
Ken Osiwala

With almost 30 years of experience in the financial services industry, Ken has extensive experience in providing strategies to retirees and pre-retirees to help protect and preserve their principal. Ken’s goal is to deliver unparalleled personalized service to each client as he helps develop comprehensive financial plans based on each client’s individual needs.

Prior to starting the firm, Ken was an accountant for one of the largest accounting firms in the world, Ernst and Young. Ken has previously passed his Series 6, 7, 22, 26, 63 and 65 securities exams and his exams for Life, Health and Variable Annuity insurance products. Ken is also an Accredited Investment Fiduciary (AIF®).

Ken serves on the Board of Directors for a non-profit organization in the Community, Promise Village Home for Children. Ken has been married to Beth for 29 years and counting they have three children.

He enjoys spending time with his family, boating, fishing, kite boarding and is actively involved in his church. As a public service, every Sunday from 6 to 7pm on WJR Radio, Ken co-hosts the “America’s Wealth Management Show” where investors are informed by various industry professionals regarding strategies that could have a profound impact for the financial future of many near term retirees as well as current retirees.


Favorite Book: Bible

Favorite Restaurant: Seasons 52

Favorite Sport: Kiteboarding/Surfing

Favorite Weekend Destination: Glen Arbor, MI

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