Ostberg & Associates

Ostberg & Associates is a Financial Planner in Northampton, MA. The firm helps clients make thoughtful financial decisions for the benefit of themselves, their families, their businesses, and their communities. Ostberg & Associates provides financial planning, investment advisory services, insurance, and securities products. Clients often connect with the firm during times of transition in their lives, and the firm collaborates with them to build, protect, share, and enjoy their financial resources in alignment with their values. Ostberg & Associates has served the greater Northampton area since 1987.

Robert Ostberg, founder and financial adviser, is a Northampton native who has been in the financial services industry since 1987. He is committed to providing custom-tailored financial solutions and has been actively involved in the Northampton community through civic and nonprofit organizations. The firm also includes Adam G. Robinson, CFP®, who joined in 2011, and Mark B. Goggins, both serving as financial advisers. Ostberg & Associates is supported by a team of associates, including financial service assistants and administrative staff, who bring experience and dedication to client service.

Ostberg & Associates has built a reputation on professionalism, a proactive approach to client service, and a positive impact in the Northampton community. The firm’s long-standing presence and commitment to personalized, values-aligned financial planning have helped it endure and grow over the years.