Brian Ogilvie, CFP, CLU, CH.F.C.

Brian Ogilvie, CFP, CLU CH.F.C has been part of the Ogilvie Daugherty Financial Services team for 11 years. Previously he had worked with Ogilvie Financial Services with his father, David Ogilvie and has worked in the financial services industry for over 30 years. Brian is a financial advisor who helps families, as well as helps business owners do comprehensive business planning through Ogilvie Daugherty Business Profit Solutions.

Brian’s responsibilities include full financial planning with his clients as well as managing office staff.

Brian and his wife, Juanita have two children.  Brian is active in his church and makes mission trips to Haiti to help build schools.  He loves to golf and ski in his free time.


Email Brian –

Working to meet your needs

Ogilvie Daugherty Financial Services is committed to the health and wellbeing of our clients, employees, and communities.  As we all continue to navigate the COVID-19 situation, we want to reassure you that we remain committed to you, and all your wealth management needs.  As such, our office is open to serve you under the current safety guidelines. Our door remains locked, and you can ring the bell to let us know you are here during normal business hours.   If you arrive outside of these hours, please call us to let us know you are waiting.  Visitors are required to  complete the COVID-19 Screening Questionnaire we supply upon arrival, wear a mask and hand sanitize.  If you have any concerns, please feel free to call and discuss them with a staff member.

Please also note that our financial advisors will continue to offer virtual meetings if you prefer. 


Thank you for your confidence.   Stay well, stay safe.