Oestriecher Financial Management Services

EST. AUM
$154,000,000

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3

CLIENT ACCOUNTS

Firm Details

Metro area Baton Rouge
CRD Number
Website o-fms.com
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Overview

Oestriecher Financial Management Services (OFMS) is a multigenerational wealth management firm based in Alexandria, Louisiana. Established in 1999 as an extension of an accounting practice founded by Emile P. “Mr. O” Oestriecher III, CPA, the firm has built a reputation for providing comprehensive, tax-focused financial planning and wealth management services to individuals and families in Central Louisiana. OFMS emphasizes retirement planning, estate planning, and tax-integrated financial strategies. The firm transitioned from LPL Financial to Cetera Financial Group in 2025 to join Cetera’s Avantax community—an ecosystem designed for tax-focused advisors seeking growth support, marketing resources, and succession planning solutions.

Platform Details

See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oestriecher Financial Management Services

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