OM Financial Group

Company Overview

OM Financial Group is an executive benefit consulting firm that specializes in providing credit unions Supplemental Executive Retirement Plans (SERPs) for their key executives. OM pioneered Collateral Assignment Split Dollar SERP programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions. We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs. Our goal is to educate credit union executives and their boards, so they are able to make informed financial decisions that are in the best interest of their credit union for years to come.

Services Provided

Executive Retirement Benefits
Succession Planning


Chris Jones - Senior Executive Benefit Consultant

101 Federal Street, Suite 800
Boston,  MA 02110