We are dedicated to providing investment management and strategic wealth planning that is right for you.

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

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Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Our Services

 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement and Estate Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Our Team

Brian Ogilvie | Principal | Ogilvie Barsness Financial Group
Principal

Brian Ogilvie has been serving clients in financial planning, insurance, and wealth management  since 1980. Early in...

Office Administrator

Christine Hoard is the Office Administrator for Ogilvie Barsness Financial Group.  She has been a part of the team since...

Client Service Coordinator

Honey Kapadia is the Client Service Coordinator for Brian Barsness and Brian Ogilvie at Ogilvie Barsness Financial Group...

Client Service Coordinator

Jennifer Fuss is the Client Service Coordinator for Brian Ogilvie and Brian Barsness at Ogilvie Barsness Financial Group...

We help build, manage, preserve, and transition wealth for anyone interested in socially responsible investing

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