OFM Wealth

OFM Wealth

OFM Wealth was founded in 1976 and operated as an independent registered investment advisor until its absorption by Modern Wealth Management in April 2025. Managing Director Sam Ogrizovich — a first-generation CFP® professional — built the firm alongside his wife Jane, cultivating a client book anchored in Orland Park, Illinois. The firm also maintains a personal connection to Scottsdale, Arizona through Ogrizovich’s second home, though no formal office is declared there. The practice counsels individuals, high-net-worth households, pension plans, trusts, and corporations. Its advisory toolkit spans retirement-income planning, estate and tax coordination, and discretionary portfolio management, with clients encouraged to assess their readiness through a proprietary Modern Confidence Score. The team has historically executed trade orders and managed custodial relationships in-house, with Client Service Manager Erica Zambrano — a 28-year industry veteran — coordinating account transfers, RMDs, and cross-advisor workflows. The firm’s strategic shift to Modern Wealth in 2025 grafts centralized tax planning and investment resources onto a legacy fiduciary chassis. The Orland Park office fields six named professionals, including three CFP® certificants. Executive Advisor Cristine Marik, who joined OFM in 2016 after prior fiduciary roles, anchors the senior advisory bench alongside Ogrizovich. Lead Advisors Brendan Nuzzo and Matthew Schaap both started at OFM as interns before returning in full-time roles — an uncommon internal recruitment funnel for a suburban RIA. Collectively, the team supports philanthropic commitments to Ronald McDonald House Charities of Chicagoland and Northwest Indiana, Mercy Home for Boys and Girls, and Purdue University’s Food Science and Natural Resource programs. The merger with Modern Wealth in April 2025 provides access to a broader shared-services platform without dissolving the local team’s identity. The firm’s structural differentiator is its archetype: a mature, single-office RIA that chose acquisition by a consolidator rather than a private-equity recap or a tuck-in under a multi-family office. That choice preserves continuity for clients — the same advisors, the same ZIP code — while offloading middle-office functions to a larger operating platform. For institutional allocators mapping the fragmented Chicago wealth corridor, the Modern Wealth affiliation situates OFM inside a growing federation of practices with pooled compliance and investment infrastructure.