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A Boutique Wealth Management Firm in Colorado

At Obermeyer Wealth Partners, we help guide you on your path toward financial peace of mind.

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Holistic Financial Strategy

Our boutique Colorado-based wealth management firm has served clients since 1982. From offices in Aspen and Denver, our decades of experience in asset and wealth management help clients protect and grow their net worth.

Our Investment Philosophy
Best Wealth Management Firm - Obermeyer Wealth
Top Investment Management Firm - Obermeyer Wealth

Committed to Excellence

Many of our capable and personable wealth advisors are CFAs (Charter Financial Analysts) or CFPs (CERTIFIED FINANCIAL PLANNER™).

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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.

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Your Journey, Personalized

Our dedicated team provides concierge-level service, crafting customized financial strategies while handling the complexities of wealth management so you can focus on what matters most.

Recognized for Our Commitment to Clients

Barron's Top Independent Firm - Obermeyer Wealth
2015–2024

Top 100 Independent
Advisors

2012–2024

Top Advisor Rankings by State

2023–2024

Financial Advisor 100

Forbes Top Investment Firm - Obermeyer Wealth
2022–2024

America’s Top RIA Firms

2017-2019, 2020-2024

America’s Top Wealth Advisors

2018–2024

Best-in-state Wealth Advisors

2017–2024

Top Women Wealth Advisors

2017-2022, 2024

America’s Top Next Generation Wealth Advisors

Denver Business Journal - Top Investment Managers - Obermeyer Wealth
2016–2024

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 and of its employees paid to receive a ranking. Each ranking is based upon specific criteria and methodology (see ranking criteria/methodology).

What We Offer

At Obermeyer Wealth Partners, we’ll tailor our services to meet your financial needs. Whether it’s wealth management, asset allocation, financial planning, or more, we’ll custom-fit a plan for you.

Aligned With Your Interests

We believe wealth management should be straightforward: provide unbiased counsel that puts your interests first. At Obermeyer Wealth Partners, we 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.

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Our Team, Your Goals

At Obermeyer Wealth Partners, our collaborative team of specialists combines deep market expertise with attentive client service. Each advisor contributes distinct capabilities to deliver sophisticated wealth management solutions tailored to high-net-worth families’ unique needs. Our firm uses our diversity of experience to manage our clients’ financial lives.

Our Relationship With You

Our seasoned team brings extensive market expertise to every client relationship, partnering with you on your financial goals through thoughtful, customized strategies.

More About Us
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Personal Attention

We aren’t a massive financial conglomerate—we are a boutique wealth management firm that cares deeply about our clients.

Making Friends and Investments - Obermeyer Wealth

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.

We Value Relationships - Obermeyer Wealth

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

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.

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