At Obermeyer Wealth Partners, we help guide you on your path toward financial peace of mind.
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.
Many of our capable and personable wealth advisors are CFAs (Charter Financial Analysts) or CFPs (CERTIFIED FINANCIAL PLANNER™).
We have a vested interest in your success. Our mission is to help you reach your financial goals with less worry and more confidence.
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.
Top 100 Independent Advisors
Top Advisor Rankings by State
Financial Advisor 100
America’s Top RIA Firms
America’s Top Wealth Advisors
Best-in-state Wealth Advisors
Top Women Wealth Advisors
America’s Top Next Generation Wealth Advisors
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).
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.
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.
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 seasoned team brings extensive market expertise to every client relationship, partnering with you on your financial goals through thoughtful, customized strategies.
We aren’t a massive financial conglomerate—we are a boutique wealth management firm that cares deeply about our clients.
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 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.
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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.
Obermeyer Place
501 Rio Grande Place, Suite 107
Aspen, Colorado 81611
Phn: 970.925.8747
Fax: 970.925.8723
Cherry Creek North
200 Columbine Street, Suite 600
Denver, Colorado 80206
Phn: 303.321.8188
Fax: 303.321.8055
