Your financial well-being is our focus

We are an independent financial firm that was established in 2009 to ensure that our clients have access to comprehensive research and a wide variety of investment choices to complement their goals and help them make informed decisions. 

We offer this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.

If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.

We appreciate your interest in Oswald-Konz Financial Group and sincerely look forward to serving you.

Our Role as Fiduciary

A fiduciary is a person or organization that acts on behalf of another person or persons, putting clients' interests ahead of their own.  We are fiduciary asset managers, and as such bound both legally and ethically to act in your best interest.  Every solution and strategy we develop, as well as every recommendation we make, serves to advance your goal and your vision.  Reflective of our role as fiduciary asset managers.