Geoffry H. Oshman, Cfp

Overview

Geoffry H. Oshman, CFP operates a single-owner independent RIA organized as a sole proprietorship that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm runs a fee model that combines a percentage of assets under management with hourly planning fees, and it handles client relationships directly rather than acting as a multi-state or institutional pension consultant. Investment practice centers on using pooled public funds as the core of client portfolios, with selective use of third‑party alternative managers to add diversification. The adviser is not positioned as an ESG-focused manager. Given the small client base and the firm’s structure, the delivery style is likely high-touch and personalized, pairing planning engagements with ongoing portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices