Pro-Athlete Advisory Firm OFS Joins Dynasty Financial Partners

 “Our clients generate a lifetime of earnings over a short period of time,” Jan Plewes, managing director of OFS, said in a statement. “For 30 years, we have helped them manage their wealth—from first contract signing through retirement and beyond. We feel that Dynasty expands our investment platform and delivers top-level execution in one customized, integrated package.”

More specifically, OFS provides strategic financial planning, investment advice, bill paying and many other concierge-like services to professional athletes and entertainers, helping them manage their daily lives away from the field or studio.

“For our clients, capital preservation and financial planning are the most crucial elements,” said Frank Zecca, one of the agency’s senior vice presidents. “Their peak earning years typically occur at a very young age, and their assets have to provide security far after their careers come to an end. This requires thoughtful management, budgeting and investment expertise. It is our job to make sure that our clients are in a position to support their families and maintain their standard of living throughout their lifetime, and ultimately create a legacy for many generations to come.”