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Okun Financial Group, Inc.

1300 York Road, Suite 200
Lutherville, MD 21093
Phone:
  • (410) 494-6130
Fax:
  • (410) 494-6131

Welcome to the Okun Financial Group

The Okun Financial Group, Inc. (OFG) is an industry leader in financial solutions for the affluent investor and the successful business owner. We serve those investors that find themselves suddenly in transition due to the death of a spouse or partner, divorce, departure from work, planned or otherwise.

At OFG, we teach our clients how money works. We provide tools that track assets, liabilities, legal documents, insurance details, a budget and more.

To learn more about Okun Financial Group, CLICK HERE
 

 


 

Our Process
 
Discovery, Strategy, Implementation, Monitoring and Adjusting: This is our proven process which we create, implement and manage for you.
 
 
 
 
Our Services
 
Financial planning can feel complicated and overwhelming. Our experienced professionals will work with you to formulate a plan with our many financial offerings which will move you toward your goals.
 
 
Our Team
 
Okun Financial Group team is focused on leveraging their experience to deliver unsurpassed customer service.

 
 
 
 
 
 
Introducing eMoney!

Managing your assets just became a whole lot easier and exciting! Inquire with us about how to modernize your finances.
 
 
 
 
In the Press
 
Kathie Okun and The Okun Financial Group has been recognized for their success throughout the years. To learn about many of the awards received, 
 
 
Our New Articles

The financial world changes rapidly, and we stay ahead of these changes. Our articles will educate you in the many aspects of financial planning.
 
 

 

 

Why Use a Financial Advisor? Listen to why the Kane's Did

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck