Oswald Financial Inc.

08/17/2026

What a fantastic team bonding day at Hope Meadows Foundation! A huge thank you to their incredible team for hosting us and for the opportunity to spend time with their adorable horses. It was a memorable experience that reminded us of the value of connection, collaboration, and stepping outside our comfort zones. 🐴💙

12/09/2025

Huge congratulations to Tyler Deck for being named one of NAPA’s 2026 Top Retirement Plan Advisors Under 40 - National Association of Plan Advisors “Aces”! Tyler continues to stand out among nearly 650 nominees as a young, dedicated retirement plan professional who consistently goes above and beyond - demonstrating strong leadership and helping raise the bar for our industry. He represents the next generation of financial professionals driving the expansion and improvement of retirement plans for millions of American workers. See the full list here: https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2026-napa-aces/

10/30/2025

Our team had an incredible experience yesterday at our team retreat with Hope Meadows Foundation! We took time away from the office to reconnect, de-stress, and build team wellness together. With the support of the fantastic team at Hope Meadows, we spent the day immersed in their equine and nature-based programs and had a lot fun! 🐴

07/16/2025

We are proud to announce that our Managing Director, Deena Rini, has been accepted into the Leadership Cleveland Class of 2026 through the Cleveland Leadership Center!

Deena will join a diverse cohort of 66 exceptional leaders this fall for a 10-month transformational journey where they will:
✶ Engage in a comprehensive exploration of collaborative leadership
✶ Dive deep into Cleveland’s civic structure, issues, and assets
✶ Cultivate an unparalleled network of fellow change-makers to drive meaningful impact

We can’t wait to see how Deena and her classmates help drive positive change throughout our region! See the full list of the Class of 2026 here: https://www.cleveleads.org/announcing-the-leadership-cleveland-class-of-2026/

04/23/2025

Join us in congratulating Michael Gheen and Doug Stalter on being recognized on PLANADVISER’s 2025 Top Retirement Plan Advisers list! Their hard work and dedication to client success continues to raise the bar in retirement plan consulting - we're proud to have them on our team!
📄 See the full list here: https://www.planadviser.com/awards/2025-top-retirement-plan-advisers/?category=ALL

02/18/2025

Pooled Employer Plans (PEPs) cut costs, reduce admin work, and expand retirement access. Pair it with our Fiduciary Co-Pilot Program for expert support, investment oversight, and employee education. See how it works in our latest blog: https://www.oswaldfinancial.com/news-events/understanding-pooled-employer-plans-peps-a-game-changer-for-retirement-savings/

Pooled Employer Plans (PEPs) simplify retirement planning for employers by offering robust benefits with reduced administrative burdens and costs. Introduced by the SECURE Act of 2019, PEPs expand access to retirement plans, especially for small and mid-sized businesses, by pooling resources and lev...

02/18/2025

📢 Join us for a must-see webinar THIS Thursday, Feb. 20, at 3PM EST! Get expert insights on retirement & tax planning, including maximizing savings, managing tax liabilities, and understanding recent tax law changes. No matter where you are in your journey, this session will help you plan for a secure financial future.
🔗 Register now:

Get answers to the most pressing questions about retirement and tax planning in this engaging webinar. Our speakers will break down complex topics like maximizing retirement savings, managing tax liabilities, and navigating recent tax law changes. Whether you’re just starting out or approaching re...