OUR MISSION
Planning for your financial future can be a daunting process. Our mission is to simplify the process of growing and protecting your wealth.
With our combined expertise in financial planning, wealth management, corporate benefits and wealth protection vehicles under one umbrella, ODI is uniquely positioned to provide our clients with a comprehensive suite of financial solutions that is custom-tailored to each client’s individual pursuits.
We can help you build and protect your financial future.
Specialty divisions
Financial Planning
We believe that meaningful long-term, multi-generational wealth preservation is achieved by establishing a highly specific financial plan.
WEALTH MANAGEMENT
We provide professional guidance, exceptional service, and access to outstanding investment managers that have been screened by our investment committee.
Insurance Services
From corporate benefits to life insurance, we have the ability to identify and implement the best wealth preservation vehicles for you or your business.
How We Work
Utilizing our proprietary ODI Process, we thoroughly evaluate all aspects of your life to develop a customized plan to achieve your financial goals.
Professional Resources
Accountants
We provide the specialized knowledge you need to support your clients.
LAWYERS
We routinely assist lawyers who uncover the need for financial counseling on behalf of their clients.
Investors
We can identify opportunities to help you invest smarter today for a brighter tomorrow.
Insights
Mark Dorfman
Chief Executive Officer
As a highly respected Financial Advisor, Mark brings decades of experience and wisdom advising high net worth individuals, business owners and corporate executives on investment and insurance portfolios.
His goal is to help his clients grow and protect their wealth. Mark simplifies the complexities of financial planning matters and helps his clients reach their financial goals, however ambitious they may be. He believes we can all reach a higher level of success with “no tsuris” (no trouble).
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Julian Schubach
Senior Vice President, Wealth Management
Julian serves a a broad range of private clients including trailblazers in the performing arts, technology, and digital fields - offering comprehensive financial planning and wealth management. Additionally, we are entrusted by numerous private, non-profit, and philanthropic organizations to provide financial consulting services.
Julian has twice been named a ‘Top-100 Financial Advisor’ by Investopedia, honored as one of the top financial advisors under 40 by American Bankers Association, and was a contributing writer for New York Foundation for the Arts book, ‘The Profitable Artist 2.0'.
Julian has been featured in Forbes, Barron's, US News & World Report, Investopedia, Business Insider and more.
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