Ogden Wealth LLC

Ogden Wealth LLC At Ogden Wealth it is our goal to inspire you to live your life by design – not by default.

Our Mission is to Inspire, Equip & Empower the families we serve to manage their Time, Talent & Treasure wisely! We provide Comprehensive Financial Advice
• For Individuals
• For Business
• For Non-Profits

We provide unbiased financial advice working as a fiduciary to provide a service for our clients. We provide the following services:

• Investment Management
• Tax Planning
• Insurance Review
• Planning for Education/Retirement/Estates
• Cash Management
• Retirement Plans including SEP, SIMPLE, 401k, 403b, Profit Sharing, New Comparability Plans, ROTH, Cash Balance Plans, etc...
• Endowment and Foundation Management

Michelle Ogden is a CERTIFIED FINANCIAL PLANNER™ a Chartered retirement plan specialist & a Certified Kingdom Advisor™. Emily Barrios is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR™

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Are you saving enough for retirement? A 401(k) is one of the most common ways Americans build wealth, but it can be hard...
10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://ogdenwealthllc.com/401k-calculator/

Retirement planning isn’t only about picking a date and hoping everything lines up.How soon you want to retire, what you...
10/03/2026

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness: https://ogdenwealthllc.com/retirement-planning-quiz/

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.T...
10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose: https://ogdenwealthllc.com/insights/blog/which-medicare-plan-is-best-for-you/

Medicare timing can sneak up on you.Your initial enrollment period usually starts three months before the month you turn...
09/30/2026

Medicare timing can sneak up on you.

Your initial enrollment period usually starts three months before the month you turn 65 and continues for three months after. But things like employer coverage can change when you need to sign up.

A little planning now can help you understand which window applies to you: https://ogdenwealthllc.com/insights/blog/when-should-i-sign-up-for-medicare/

Treasury yields shot higher last week. Stocks basically shrugged.The S&P 500 gained, the Nasdaq hit new highs, and the e...
09/28/2026

Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

More on what’s holding up and what could change the picture: https://ogdenwealthllc.com/insights/blog/market-commentary-stocks-climb-despite-soaring-yields/

Most of us know what we’d like our investments to do over time.What’s harder to pin down is how much risk we’re actually...
09/26/2026

Most of us know what we’d like our investments to do over time.

What’s harder to pin down is how much risk we’re actually comfortable taking to get there.

That’s where this quick quiz can help.

Take the Investment Risk Tolerance Quiz to get a better sense of how you think about long-term growth and risk: https://ogdenwealthllc.com/risk-tolerance-quiz/

Address

260 Lookout Place Suite 106
Maitland, FL
32751

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14076451639

Website

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