Investment Planning

Oldfather Financial Services is a Registered Investment Advisor specializing in fee-only investment management and personal financial counseling.

We believe in true separate account management. This means that our client's accounts will be managed separately from those of every other client. We formulate a custom portfolio designed for your needs and manage it especially for you. High net worth individuals have long been able to hire professional consultants and money managers to cater to their unique needs. We are making this service available to a wider audience.

        

We manage your accounts separately from anyone else's account because your situation is unique and deserves individual attention. Clients may impose restrictions on investing in certain securities or types of securities.

Personal financial counseling is a highly personalized service aimed at the individual needs of clients. We use questionnaires and interviews to determine the appropriate advice that is tailored to each client.