"Financial success is the by-product of
a well-lived and well-expressed life."


"Dreams can be realized with careful
planning and the right money map."


"Where will you be
during your retirement?"

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Osprey Money Management is dedicated to providing educated, experienced counsel to individuals interested in all aspects of financial planning, investment, and portfolio management for life-long financial wealth.

With an established reputation for working closely with clients to build wealth using a “money map” designed to explain the graduating levels of financial understanding and expertise, founder and investment advisor representative Kasey Claytor and investment advisor representative Aaron Wade give investors more confidence by finding alternatives to risky stock picking, track record investing, or guessing at market timing.

Explore the website and learn more!


A Wealth of Knowledge

Newsletters, articles, personal surveys, tools and resources allow investors to enhance their education on their own time.