OND Financial Solutions

WELCOME TO OND FINANCIAL SOLUTIONS

We think "Outside the Nine Dots"

OND Financial Solutions was launched in 1998 when Stephen Frank and Jim Morella decided to formalize a friendly working arrangement and join forces to serve their clients. In 2017, longtime friend and business associate Tom Shaughnessy moved across the country to join the OND team. Thanks to the trust placed in us by our clients, we have continued our expansion over the years. Our firm now serves the greater Tulsa region, as well as clients nationwide.

Over the past two years, we have seen exciting growth as we have added two financial advisors to the OND team: Brett Humphrey and Jeff Shaughnessy.

We attribute the success of our firm to the clarity of our goals and objectives, all of which are firmly grounded in deeply held Christian principles.

“OND” is an abbreviation for “Outside the Nine Dots,” a brainteaser that is an apt analogy for our firm’s creative approach to complex problems.

Our Four Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement*

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

STEP

4

Monitor

Ongoing progress and review your goals and plan.

* Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee

Our Services

Our job is to walk through life with our clients, helping them wherever we can.

Risk Management

Appropriate insurance is an incredibly important part of every client’s financial plan...

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Financial Planning

A financial plan can help anyone who lacks the time, expertise, or inclination to manage his or her own finances...

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Wealth Management

Wealth management involves understanding a client’s total financial picture and providing solutions for all of his or her major financial challenges in life...

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Business Planning

We are passionate about succession planning and have worked with many business owners and their other advisors to create successful exit strategies...

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Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.