Jamie Osborn, CFP®
Jamie Osborn, CFP®
Founding Partner
Since founding Plum Street Advisors in 2016 with David Dirks, I have focused on guiding clients through the full spectrum of financial decisions – from building portfolios and customized retirement plans to addressing tax, estate, and charitable giving strategies. My work centers on helping individuals and families make confident, informed choices that align their resources with their goals.
At Plum Street Advisors, we built a firm around one principle: our clients come first. We are independent, transparent, and committed to delivering substantive advice without the conflicts of product sales or corporate incentives. Our aim is to provide clients with the same level of thoughtful, disciplined financial planning typically reserved for the very wealthy.
Before launching Plum Street Advisors, I had 15 years of professional experience, most recently as a Portfolio Manager at Bingham, Osborn & Scarborough, an independent RIA in San Francisco that managed more than $4 billion for 900+ clients. My early career and nonprofit board service gave me deep experience in investment governance and fiduciary responsibility – insights I bring to both personal and institutional client relationships today.
I graduated from Amherst College with a degree in Sociology. I live in New Orleans, LA, and outside of work I enjoy spending time with my wife, Monica, our two children, and our two dogs. I’m an avid runner and have worked with several local nonprofits, both as a volunteer and by helping strengthen their endowment and governance practices.