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Aaron Szager, CFP®

Wealth Counselor |

Aaron is a Wealth Counselor for Osborne Partners with over 20 years of experience in the financial services industry. Aaron was previously the Group Manager overseeing a team of financial planners at a regional wealth management firm. Additionally, he was a senior financial advisor working with a broad spectrum of clients managing everything from their financial plan to asset allocation to stock concentrations. He brings a true passion for financial planning and deep experience helping clients solve complex financial issues. Aaron earned his BS in Business Management, Finance at Salisbury University – Perdue School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Publications by Aaron Szager, CFP®

January 10, 2025 | Financial Planning

Put Your Financial House in Order: A New Year’s Resolution You Can Keep
As the new year begins, it’s the perfect time to reflect on your financial situation and make meaningful resolutions that will set you up for success. Organizing your financial house […]

October 16, 2023 | Financial Planning

A Guide to Effective Giving: How to Thoroughly Vet a Charity Before Donating
Charitable giving is a noble endeavor, but it’s crucial to ensure your generosity is put to good use. To make the most of your donations and ensure they benefit the […]

October 23, 2022 | Financial Planning

End of Year Tax Planning  
There is still time to take control of your 2022 tax bill.  It’s that time of year again.  The 4th quarter holds a special place in my heart.  It’s filled […]
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