At Obermeyer Wealth Partners, we help guide you on your path toward financial peace of mind.
What We Offer
At Obermeyer Wealth Partners in Aspen, Denver, Steamboat and Vail, we’ll tailor our financial services to support you and meet your financial needs. Whether it’s wealth management, asset allocation, financial planning, or more, we’ll custom-fit a plan for you.
Risk Management
Risk Management
Financial Planning
Financial Planning
Retirement Planning
Retirement Planning
Social Security Strategy and Medicare Planning
Social Security Strategy & Medicare Planning
Tax Return Analysis and Planning
Tax Strategy
Cash Flow
Cash Flow Management
Philanthropic Planning
Philanthropic Planning
Wealth Transfer and Succession Planning
Wealth Transfer & Succession Planning
Financial Literacy
Financial Literacy
Education Planning
Education Planning
Business Succession Planning
Business Succession Planning
Holistic Financial Strategy
Our boutique Colorado-based wealth management firm is a local resource has served clients since 1982. With offices in Aspen, Denver, Steamboat and Vail, our decades of professional experience in wealth management and investment strategies help clients protect and grow their net worth.
Committed to Excellence
Many of our capable and personable wealth advisors are CFAs (Charter Financial Analysts) or CFPs (CERTIFIED FINANCIAL PLANNER™).
Serving Your Best Interests
We have a vested interest in your success. Our mission is to help you reach your financial goals with less worry and more confidence.
Your Journey, Personalized
Our dedicated team provides concierge-level service, crafting customized financial strategies while handling the complexities of wealth management and providing clarity so you can focus on what matters most.
Recognized for Our Commitment to Clients
2015–2025
Top 100 Independent Advisors
2012–2025
Top Advisor Rankings by State
2023–2025
Financial Advisor 100
2022–2025
America’s Top RIA Firms
2017-2019, 2020-2025
America’s Top Wealth Advisors
2018–2025
Best-in-state Wealth Advisors
2017–2026
Top Women Wealth Advisors
2017-2022, 2024-2025
America’s Top Next Generation Wealth Advisors
2016–2025
Top Investment Managers – Colorado
Rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Obermeyer Wealth is engaged to provide investment advisory services. Neither Obermeyer Wealth nor any of its employees was paid to receive a ranking. Each ranking is based upon specific criteria and methodology (see ranking criteria/methodology).
Aligned With Your Interests
We believe wealth management should be straightforward: provide unbiased counsel that puts your interests first. At Obermeyer Wealth Partners, our financial advisors don’t sell products or earn commissions. This keeps us singularly focused on what matters—delivering objective financial guidance to help you achieve your goals. We succeed when you do.
Where Do We Serve Our Clients?
Obermeyer Wealth Partners has called Colorado home since 1982 with offices in Aspen, Denver, Steamboat Springs, and Vail. Our client relationships reach far beyond the Rockies — we proudly serve individuals and families across the country, delivering the same personalized guidance no matter where you live.
Our Team, Your Goals
At Obermeyer Wealth Partners, our collaborative team of specialists combines deep market expertise with attentive client service. Each financial advisor contributes distinct capabilities to deliver sophisticated wealth management solutions tailored to high-net-worth families’ unique needs. Our private wealth management firm in Aspen, Denver, Steamboat and Vail use our diversity of experience to manage our clients’ financial lives.
Our Relationship With You
Our seasoned team brings extensive market expertise and insights driven by data to every client relationship, partnering with you on your financial goals through thoughtful, customized strategies and personalized advice.
Personal Attention
We aren’t a massive institutional financial conglomerate—we are a boutique wealth management firm that cares deeply about our clients.
Lasting Values
We’ve built Obermeyer Wealth Partners on values of integrity, perseverance, humility, grace, empowerment, ingenuity, “team over individual,” and thriving. We challenge ourselves to integrate these values into our relationships with you.
Community Involvement
We believe in giving back. Obermeyer Wealth Partners team members donate time and participation to impactful organizations, such as the Gates Family Foundation, Aspen Education Foundation, Coors Western Art Show, Aspen Center for Environmental Studies, Museum of Contemporary Art Denver, Graland Country Day School, and many others.
News and Updates
Video: July 2026 | “We’ve Seen This Before: What 300 Years of Spending Cycles May Tell Us About AI”
Video: July 2026 | “We’ve Seen This Before: What 300 Years of Spending Cycles May Tell Us About AI”
Ali Phillips Named to Barron’s Top 100 Women Financial Advisors for 2026
Ali Phillips Named to Barron’s Top 100 Women Financial Advisors for 2026
Diversification and Concentration Risk: A Comparison of Recent Drawdowns
Diversification and Concentration Risk: A Comparison of Recent Drawdowns
Let Us Guide You Toward Financial Peace of Mind
Place your trust in Colorado-based Obermeyer Wealth Partners for top wealth management services customized to your needs. Contact us today to see how our financial experts can serve you.
