Business Details
39 Years
experience
Trusted Financial Advisers in Northampton, MA
Ostberg & Associates has been dedicated to helping individuals and families make thoughtful financial decisions since 1987. Our firm specializes in guiding clients through life transitions by building, protecting, and sharing financial resources aligned with their values. We combine personalized service with a proactive approach to client relationships, emphasizing professionalism and community impact. As a team of licensed financial advisors affiliated with New York Life Insurance Company and Eagle Strategies LLC, we offer comprehensive financial planning, investment advisory services, and risk management solutions. Our expertise extends to charitable gift planning, lifetime income strategies, and business-focused financial solutions.We maintain strict adherence to regulatory standards and prioritize transparency in all client agreements. With a focus on socially responsible investing, we empower clients to align their portfolios with their personal values. Our team's collective experience across multiple states ensures tailored financial guidance for diverse client needs. We uphold a legacy of trust built over decades through consistent, ethical service delivery. Our commitment to excellence is reflected in our association with industry-recognized organizations like the Million Dollar Round Table.
Services
Financial Planning
Investment Planning
Risk Management
Charitable Gift Planning
Lifetime Income Strategies
Business Financial Solutions
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience in financial planning since 1987
- Our team holds industry-recognized MDRT certifications
- We specialize in life transition financial strategies
- We provide proactive client service with community focus
- Our advisors maintain multi-state licensing for broader reach
Associations and certifications
- Million Dollar Round Table (MDRT)
Services
Financial Planning
Our comprehensive financial planning service creates personalized strategies for wealth accumulation, protection, and distribution. We analyze clients' financial situations to develop actionable plans addressing retirement, education funding, and estate planning. Our advisors help clients align financial decisions with their core values and long-term objectives.
Investment Advisory
We offer tailored investment advisory services through Eagle Strategies LLC, focusing on risk-appropriate portfolio construction. Our approach considers clients' financial goals, time horizons, and risk tolerance to optimize investment outcomes. We emphasize diversified strategies that balance growth potential with capital preservation.
Risk Management
Our risk management solutions help clients protect against financial uncertainties through appropriate insurance products. We assess clients' exposure to potential risks and recommend coverage options that provide adequate protection while maintaining financial efficiency. This includes life, disability, and long-term care insurance solutions.
Charitable Gift Planning
We specialize in creating charitable giving strategies that maximize tax benefits while supporting clients' philanthropic goals. Our services include donor-advised funds, charitable remainder trusts, and other structured giving vehicles that align with clients' financial and charitable objectives.
Lifetime Income Planning
Our lifetime income planning service focuses on creating sustainable retirement income streams. We develop strategies that coordinate Social Security benefits, pensions, withdrawals, and annuity products to ensure financial security throughout retirement while addressing longevity concerns.
People
Robert Ostberg
Founder
Licensed insurance agent and registered representative with 35+ years serving Northampton clients. Holds CA Insurance License #4040107 and FINRA Series 7 & 66 registrations. Specializes in multi-generational wealth planning.
Adam Robinson
Financial Advisor
Licensed in multiple states with expertise in investment advisory services. Member of NYLIFE Securities LLC and Eagle Strategies LLC. Focuses on helping clients achieve long-term financial security through strategic planning.
Mark Goggins
Associate Advisor
Provides financial solutions to clients across multiple states. Combines insurance expertise with investment advisory services to create comprehensive financial strategies for individuals and businesses.
Katherine Newman
Senior Advisor
Licensed insurance agent with specialized expertise in California and eastern US markets. Offers tailored financial solutions combining insurance products with investment strategies for optimal client outcomes.
Kashawn Sanders
Financial Consultant
Serves clients across the southeastern and midwestern US. Focuses on creating customized financial plans that address both immediate needs and long-term wealth management goals.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, investment advisory services, risk management, charitable gift planning, and lifetime income strategies tailored to individual client needs.
Are you licensed to operate in my state?
Our advisors hold licenses in 31 states including CA, NY, FL, and TX. We provide services to clients residing in these states through our NYLIFE Securities and Eagle Strategies affiliations.
How do you approach investment planning?
We create personalized investment strategies considering your financial goals, risk tolerance, and time horizon. Our approach emphasizes diversification and risk-appropriate portfolio construction through Eagle Strategies LLC.
What makes your firm different?
We combine 35+ years of local experience with national resources through our New York Life affiliation. Our team's MDRT recognition and multi-state licensing enable comprehensive, personalized financial solutions.
Do you offer retirement planning services?
Yes, we specialize in lifetime income planning to create sustainable retirement income streams. We coordinate Social Security, pensions, and investment withdrawals to ensure financial security throughout retirement.
How are you compensated for services?
We operate through client agreements with transparent compensation structures. Investment advisory fees are based on assets under management, while insurance products earn commissions disclosed in product documentation.
