OFM Wealth, a small investment advisory firm based in Orland Park, IL, specializes in managing assets for high net worth individuals. With over 150 individual clients and more than $260,483,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates out of three offices and provides a range of services, including acting as an insurance broker or agent. While employer funds make up a significant portion of their assets under management, 401K and individual accounts represent less than 30% of their total. Remarkably, 96% of the assets OFM Wealth manages are disc...