David Osborne is the President and Founder of Osborne Advisors Wealth Management, now known as OA Capital, with offices in Dallas and Austin, Texas.
Osborne is a seasoned independent financial advisor that manages families, entrepreneurs, corporations, and sports professionals.
Osborne’s success stems from a lifelong passion for helping others and a strong educational background.
His main goal with Osborne Advisors is to provide professional athletes the financial management tools and support that enable long-term financial success, as well as the guidance needed to avoid many common money mistakes.
Before founding his firm in 1999, David Osborne was a Financial Advisor with Morgan Stanley in New York and Dallas, focusing on financial, retirement, college planning, and strategic equity and income investing.
During that time, Osborne developed deep client relationships and a passion for helping clients think long-term about their investment and risk management strategies. The desire to focus on the best results and best portfolio for each client motivated him to become an independent financial advisor.
Osborne is a registered General Securities Representative, a General Securities Principal, an OSJ, an Equity Trader with FINRA, and he is a registered Agent in over 20 states.
Osborne holds Series 7, 24, 31, 55, 63, 65, and Group 1 life and health licenses.
David Osborne has a proven track record of success with clients. He offers advice that can help anyone of any age enhance their financial habits for the better.
Osborne believes that good financial habits start from a young age. He suggests that once children are of an age where they can count, they must be subtly introduced to financial literacy.
One example could be something as simple as regularly placing coins or dollar bills in a jar to save money and develop healthy financial habits.
Osborne further aids athletes with common financial mistakes they often make, such as assuming their income will be infinite, and making no plan for when their cash inflow may potentially end or taper off. Osborne specializes in guiding athletes through these decisions by advising them on a case-specific basis.
Osborne offers personalized support to every client to ensure a long and healthy financial history, with no bumps along the way. He does this by educating clients on which investments may be bad options, as well as which are good options and how to avoid risky investments as a whole.
Osborne offers a unique value proposition to clients, as his firm’s services for athletes range from providing expert financial management through such adversity as career-ending injuries, property damage or loss, legal liabilities, and more.
Planning for the future is of immediate importance to Osborne, as he knows finances can often take a turn for the worst in the blink of an eye.
Unfortunately, insufficient financial planning is a common problem among professional athletes. For this reason, Osborne specializes in guiding high-profile athletes toward healthy financial habits, which are proven to be beneficial in the long run.
Osborne further advises recent graduates on money management, as the financial world can be challenging to navigate while dealing with newfound responsibilities post-graduation. These may include acclimating to a new job, moving out, and even being financially independent for the first time.
Osborne Advisors has a range of services for clients and has the capacity and expertise to ensure each client has a customized plan that best suits their financial needs and places them first.
Osborne conducts a complete financial evaluation, which allows him to effectively understand the issue at hand and provide solutions at the earliest stage possible. During uncertain times, financial planning and security are crucial, which Osborne can provide.