Abbie Osterbur Bio Image

Abbie Osterbur,

CFP®, CPFA™ Vice President, Wealth Management

Abbie knows the greatest testament to her work does not appear at the bottom of a quarterly statement, but in celebratory conversations, college graduation photos and the trust her clients have in her and her financial guidance.

Abbie recognizes the importance of money and financial well-being, not for its own sake, but for what it can provide and the goals it can empower. She has built her practice with this understanding, that a financial plan should serve her clients’ lives, and be tailored to fit each of their unique variations. She is passionate about helping people; sound financial advice is how she follows through.

Well-being, the centuries-old definition of “wealth,” encompasses Abbie’s holistic approach to financial planning, investing and wealth management. A solid investment foundation, vigilance in preserving her clients’ achievements, and a sincere connection to those she serves make that high-touch approach possible. She prides herself on being highly detail-oriented, highly communicative and collaborative. She dedicates the time to serve as her clients’ advocate and partner, and in time, often becomes a friend and confidant.

Abbie serves all manner of people who have a desire to take an active role in pursuing their vision for the future. Many of her clients’ goals are family-oriented, and she is well-versed in the issues related to multigenerational wealth and family governance.

As a Certified Financial Planner™ professional, Abbie has demonstrated her commitment to financial planning by completing a rigorous professional training and examination program. Designees must also meet rigorous ethical standards and regularly meet continuing educational requirements.

Abbie also holds the Certified Plan Fiduciary Advisor™ designation, reflecting her completion of coursework and examination on retirement plan investment management to support her institutional and business clients’ employee retirement benefits plans.

Prior to joining Raymond James in 2022, Abbie’s practice had been affiliated with Merrill Lynch since 2012. She is a graduate of Southern Illinois University where she earned a bachelor’s degree in business administration and went on to earn her MBA from the same institution.

To support her community, Abbie participates in a number of organizations and events including the Champaign Rotary Club, Stephens Family YMCA as a Ladies on the Links Golf Outing committee member, and the Eastern Illinois Foodbank. She was named to the News Gazette’s 40 Under 40 list in 2020, with criteria including achievements, experience, innovation, leadership and community involvement. 

Outside the office, Abbie enjoys cooking, gardening, golfing, hiking and traveling with her husband, Brad, and their two children. She is originally from Effingham, Illinois, but now calls Mahomet home.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.