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We are OM Financial Group


OM Financial Group Stacked logo in circle

Who We Are

We are OM Financial Group. We’re a team of executive benefit consultants with broad backgrounds. We specialize in Supplemental Executive Retirement Plans (SERPs), particularly Split Dollar plans, for the key executives of credit unions and non-profit organizations. Our decades of experience give us the understanding and knowledge to provide thoughtful advice and strategic guidance to clients across the country.

We believe that a relationship-driven approach ensures we fully understand your needs and are able to provide the best advice for your unique situation. Our goal is to first educate credit union and non-profit executives and boards. We share with you the tools and information needed to make informed strategic decisions that are in the best interest of your organization today and for years to come.

Since we opened our first office in Rhode Island over 20 years ago, we have garnered a reputation for excellence and integrity. We have experienced significant growth and today provide services to hundreds of credit unions and non-profits with executive benefit consultants nationwide with our headquarters in Boston, Massachusetts.

person running relay race with baton

What We Do

You almost certainly know how important it is — and how difficult it can be — to recruit, reward and retain (Golden Handcuffs) the best talent in your industry. That’s where we come in. At OM, our experience and ingenuity enables you to offer a variety of executive benefit plans that can recruit, reward and retain your most talented executives while also positively impacting your organization’s financial metrics and long term stability.

These cost effective and mutually beneficial plans allow your organization to provide a substantial tax-preferred retirement benefit to your executive, while simultaneously strengthening the financial health of your organization.

Even if you have the four fastest runners in a relay race, if you drop the baton once in the handoff, you will fall behind your competitors. The same issue exists in succession planning. The transition from one leader to the next is essential to a continued pattern of growth, and ultimately, to the long-term success of your organization. To ensure this transition is as seamless as possible, OM can advise your organization in the strategic use of a SERP.

As an OM client, you’ll receive a fully customized plan to fit your organization and executive’s specific needs. We greatly value our long-term client relationships and we will continue to be a resource for as long as our plan is active. We will also fully evaluate any plans previous put in place, even if those plans are with a different provider. By using this approach, we are able to provide the best recommendations that will align with your organization’s strategies.

Please contact us today if you’re interested in learning more about:

  • Executive Benefit Plans
  • Existing Executive Benefit Plan Reviews
  • The Strategic Use of SERPs
  • Existing Defined Benefit Plan Review

How We're Different

At OM, we pride ourselves on the values of radical responsiveness, integrity, and commitment to providing the best advice for all our clients. Our mission is to equip credit union and non-profit executives and board members to make fully informed decisions when evaluating, implementing, and overseeing executive reward and retention programs. We understand these are long-term relationships, therefore, we become a long-term partner with regard to strategic succession planning. This commitment drives us to offer continuous guidance on plan options and to provide perpetual service throughout our relationship as your SERP provider.