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About Us

OM Financial Group pioneered Supplemental Executive Retirement Plans (SERPs) for credit unions and non-profit organizations over 20 years ago. By educating ourselves about the challenges facing boards and executives, we have been able to craft solutions to some of the most difficult issues in the industry.

We recognize change is constant and we believe the rate of change will only accelerate in the future. By keeping our focus solely on the benefits industry, we have established ourselves as experts in the field. This unique perspective allows us to understand the balancing act required in:
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Recruiting the Best Talent

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Rewarding Exceptional Service

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Retaining Your Key Executives

What’s Important To You Is Important To Us.
With this constant pressure coming from internal goals as well as external regulation, it is more challenging than ever to successfully run an organization. This is where OM’s experience and expertise are most valuable.
Our services

What Our Clients Are Saying

“As opportunities have presented to structure the plans in ways more advantageous, OM has proactively recommended adjustments to capitalize. They have continued to monitor opportunities to enhance the value of our benefits and make certain that our objectives are met.”
Brad GreenPresident/CEO Listerhill Credit Union
“Our board determined that we were interested in implementing a deferred compensation plan in order to provide a mechanism to reward as well as retain our President and CEO. The Split Dollar Plan was the most feasible method to accomplish these objectives. OM Financial was there for us to provide the information we needed. We continue to receive internal feedback from our board members concerning the professionalism, knowledge, and expertise exhibited by the representatives of OM Financial. They have been extremely helpful in educating our board on a relatively complex subject matter.”
David LongmireBoard Chairman Tennessee Valley Federal Credit Union
“We had a prior Split Dollar Plan with another firm. The entire experience with OM has been better including the plan design, communication and implementation. I highly recommend OM if your credit union is considering implementing a Split Dollar Plan. I truly feel they are the best.”
Greg PolonicaBoard of Directors Justice Federal Credit Union
“We chose to work with OM Financial Group, because of their strength in understanding SERPs, the market related to such products and their ability to discuss and overall present the strength and weaknesses of the plan we actually had with a separate company. We learned a lot from their efforts and improved the plan significantly for both the credit union and the executive.”
Keith Lawrence KearneyPresident/CEO InvesTex Credit Union
“They are the EXPERTS in the field. This is a complicated subject – get the BEST!”
Arthur C. ScheithauerBoard Director CoastHills Credit Union
“This is the first time that I was fully able to understand the split-dollar issue and how it is beneficial to both the credit union and the executive. Thanks to your webinar, I now have a positive perception of split-dollar plans.”
Theresa BarreraBoard Director F&A Federal Credit Union
“Their attention to detail and communication with the board is second to none. Every one of our board members took their webinar on Split Dollar Plans and learned what they needed to make an informed decision.”
Greg PolonicaBoard Director Justice Federal Credit Union
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Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). O.M. Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Supervisory Office: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389. CRN202302-278748

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