Objective Financial Solutions LLC (OFS) is a North Carolina-domiciled registered investment adviser that provides fee-only financial planning, education, and investment consultation services. OFS holds itself to a fiduciary standard, which means OFS and its associates will act in the utmost good faith and performing in a manner believed to be in the best interest of its Clients. OFS does not hold any Client assets under management. OFS was founded by Andy Smith, who serves as President and CEO, as well as financial planner and investment advisor representative for OFS.
Andy is a CERTIFIED FINANCIAL PLANNERTM Professional and has more than 33 years of financial management experience in both the public and private sectors. In addition to being a CFP, he is also a licensed Realtor, and a former Lecturer of Finance at the Daniels College of Business, University of Denver.
At Objective Financial Solutions, we believe deeply that a budget is the foundation for your personal roadmap to financial success. Whether you are just starting out, nearing or in retirement, a sound budget is key to providing you with peace of mind and enabling you to live the life you dream of.
OFS does not require minimum income levels or dollar-value of assets for its services. While many investment advisers/financial planners will require that you have a certain minimum level of assets in order to work with you, at OFS we believe unbiased and professional financial advice should be available to everyone who desires it. We’d much rather help you achieve your financial goals, as you define them, not by an arbitrary dollar figure.