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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.

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